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INVESTMENT MANAGEMENT

COMPREHENSIVE PLAN AND 1 YEAR RETAINER (2).png
COMPREHENSIVE PLAN AND 1 YEAR RETAINER (2).png

All advisory clients are offered an annual comprehensive financial plan, 401k analysis, drift-based rebalancing, and unlimited consultations.

*Effective January 1, 2025, there is a $750,000 minimum for new advisory clients. Householding permitted.

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