We adhere to the practice standards and methods of the Certified Financial Planner Board of Standards, the professional regulatory organization that fosters professional standards in personal financial planning. This provides the public with access to and benefits from competent and ethical financial planning. We specialize in assisting business owners, doctors and corporate executives with funding their retirement and reaching their goals. Giving you the confidence that comes with knowing you have properly planned for your retirement years and partnering with you with your goals is our top priority. We view your retirement as a liability you must fund in the future. Based on your retirement lifestyle choices, we estimate the cost of that future liability. After examining your current...
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