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Concierge Services

009-business-peopleOur firm assists clients in many different aspects of their life. Our true mission is to make our clients lives better by giving them more time to do the things that they desire the most. Life is more than just rates of return. Our goal is that our clients are clients for life. We are truly "life" planners. Remember, time is your most valuable asset!

Some of the Non-Investment related services we offer our clients are: 

  • Establish Budgeting & Cash Flow Analysis
  • Setup Bill Payment Services
  • Assist in Analyzing Various Refinancing and Home Equity Options
  • Analyze Auto Lease vs. Purchase decisions
  • Coordinate Asset Protection Plans With Attorneys
  • Assist with Elder Care Planning