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PORT
Financial planning can be an intricate puzzle with more than one path or outcome. Through our long experience working with families and individuals in unique situations, we have honed a successful personalized approach that we call PORT: Planning for Opportunities, Risk, and Timing. Our PORT Approach utilizes our time-tested process of putting all the puzzle pieces together for a meaningful analysis.
For you & your family
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Fee-Based Financial Planning
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Investment Management Solutions
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Insurance Auditing (Life, Disability, Long-Term Care)
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Education Planning
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Budgeting and Cash Flow Analysis
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Retirement Income
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Generational Transfer Planning
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Charitable Giving Strategies
For your business
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Financial Statement Review
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Risk Mitigation Strategies
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Executive Benefits
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Succession Planning
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Cash Flow Optimization
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Tax Mitigation Services
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Pre-Liquidity Planning
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Retirement & Pension Plans
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Business Services Planning
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