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We Work With 2 Types Of Clients

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1. Small-Medium Sized Businesses

• Help reduced expenses in many cases by 25-30% improving profits

• Reducing taxes by 10's of thousands if not 100's of thousands of dollars 

• Work Directly with CPA/Accountants to provide seamless, holistic, proactive planning vs. reactive​

• CPA Team Based Model

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   2. Hard Working Middle/Upper Middle Class 

• Most families get talked into complexity in their planning vs. using the rule of not losing their wealth to fees and/or market volatility

• Look at entire package: social security, 401K's, IRA's, Roths, Stocks, Real Estate to ensure that you can have options vs. all based on luck

• More to be gained by not losing money vs. trying to hit home runs in your investments

• Most families don't have a solid game plan for their "safe money"

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