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My goal is to create a highly customized wealth management plan for each individual client with his or her unique criteria, goals, and experience in mind.

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A Five-Year

Time Frame

While my ultimate goal is to work with you, your family, and your business for years to come, I tend to focus on a five-year time frame when it comes to market, regulatory, tax, and economic changes. It is important to ensure that we do not extend goals and returns based on current returns or investments.

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