How We Can Help

Through our financial planning process, we help you figure out what you want to achieve through your finances and then we help you achieve it through holistic financial planning.

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Insurance can be frustrating, exhausting, expensive, and time consuming. We help make the process as painless as possible by giving you unbiased advice about what you need, how much you need, and we evaluate what you already have to make sure it meets your needs. We then can help coordinate with the appropriate agent to get the right solution for you.

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We understand better than most what starting and running a business takes. We help assess where in the business stage you are, then make recommendations. We help you Maximize the Valuation of your most important investment, which would be the business, while helping to minimize taxes and maximizing your time with our unique business owner process. We help you buy back your time.

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We approach estate planning as a team effort including business succession planning. We bring in a team of TRUSTED professionals, including an estate attorney and accountant. We strive to make sure the legacy you wish to leave behind goes where you want while minimizing taxes.

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Fee based investment advice. We take our fiduciary duty seriously. Our goal is to maximize gains while minimizing expenses in order to get the investment return you need to achieve your goals. We have a unique investment approach that we use for our clients. 

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We help to coordinate with trusted professional accountants to ensure we are as efficient with taxes as possible. Similar to our estate planning approach, we work with a team of trusted professionals to make sure your portfolio and life is structured in a tax efficient way. We believe in proactive tax planning, which would be to look forward instead of just at the previous year.

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Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.