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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

  • Fee-Based Financial Planning

  • Investment Management Solutions

  • Insurance Auditing (Life, Disability, Long-Term Care)

  • Education Planning

  • Budgeting and Cash Flow Analysis

  • Retirement Income

  • Generational Transfer Planning

  • Charitable Giving Strategies

For  your business

  • Financial Statement Review

  • Risk Mitigation Strategies

  • Executive Benefits

  • Succession Planning

  • Cash Flow Optimization

  • Tax Mitigation Services

  • Pre-Liquidity Planning

  • Retirement & Pension Plans

  • Business Services Planning

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