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What We Do

Virtual Financial Planning

We have been in the financial services industry for 33 years and typically had engaged with our clients in the traditional way. Previously we held our meetings in person at our client’s offices, or even those of their attorneys or accountant’s. As we grew, it became apparent that this wasn’t the most efficient way of conducting business, so we had our clients come to us. 

With the onset of technology such as e-signature software we began to move towards a remote way of working. Following the recent pandemic, we out of necessity, became a 100% remote operation and what a blessing in disguise this has turned out to be. Our clients have reported they are finding us accessible at the click of a button and with the help of Zoom, or Go To Meeting, we have retained that personal ‘face-to-face’ relationship. Without the hassle of travel back and forth we are able to provide our financial services nationwide with ease. 

Wealth & Risk Management Solutions

With the onus on our commitment, integrity and accountability we have built a reputation that is based on trust. We are intent on our clients achieving their short and long term goals and objectives and freeing them from managing difficult financial tasks so that they can focus on what they are happiest doing. Our customized solutions plan is created using a robust technology framework and with a human, personal interaction.

Estate Planning

The Estate Planning service we offer includes assisting with the funding aspects, and/or the products required to fund an estate plan. We can discuss the plan in detail, such as projections, illustrations and solutions to suit your specific needs. The process is a collaboration; there would should be other professionals included, such as attorneys, to prepare legal documents. Consider the Legacy Plan as well as retirement and annuity options as the plans you make for the future are integral components to your investment portfolio.

Find Out About Our Affiliate Programs

Our Affiliate Program For Accountants

Our Affiliate Program For Accountants

The future of accounting isn’t yet to happen, it’s here and it’s now. Advancements in DIY tax technology such as online tax preparation, and changing consumer and business behavior...

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Our Subscription Program For Busy Individuals

Our Subscription Program For Busy Individuals

Life happens! Whether you’re starting your career, mid-way through life, or entering a new chapter in retirement, it’s never too late or too early to begin …

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