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Not all wealth planning is created equal.

Choosing an advisor to help protect and grow your wealth is an important decision that can impact not only you, but multiple generations of your family. Any advisor can say they offer exceptional value, and nearly every advisor DOES say that - but can any advisor SHOW you the value they provide?

Your wealth planning firm should easily be able to articulate and show the value you can expect from their work, and be fully transparent about the cost of their expertise. Wise investors choose a firm that provides advice, service, and value that is worth far more than the cost paid to obtain it.

HERE IS WHAT REAL VALUE CAN LOOK LIKE. WHICH WOULD YOU CHOOSE?

Cost | Value

WHAT MOST ADVISORS PROVIDE

✓ Investment Selection
✓ Asset Allocation and Rebalancing
✓ 80:1 Client/Staff Service Ratio

Cost | Value

WHAT WE PROVIDE

✓ Investment Selection
✓ Time Weighted Asset Allocation ™
✓ 13:1 Client/Staff Service Ratio
✓ Distribution Planning and Coordination
✓ Tax Smart Planning
✓ Investment, Tax, and Risk Coordination
✓ Roth Conversion Analysis
✓ Active Tax-Loss Harvesting
✓ Strategic Philanthropy
✓ Pension/Annuity/Social Security Optimization
✓ Legacy Review and Planning
✓ Coordination with Accountant and Attorney
✓ Proactive Rebalancing
✓ Health Insurance and Medicare Planning
✓ Multi-Generational Planning and Education
✓ Cash Management and Optimization

We believe its clear that traditional investment firms simply aren't keeping up.

Wealth planning isn’t just about optimizing investment performance. It’s about maximizing whole picture financial outcomes and enhancing quality of life for you and generations of your family to come.

You don’t have to settle for a traditional investment advisor, and you don’t have to pay more to get more. Find out what a superior wealth planning experience can do for you.

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