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Is your financial team on the same page?

Many of our clients have more than one professional, from tax advisors to lawyers to bankers on their financial teams. It’s the job of these professionals to make sure you have the best financial, legal and tax advice. Often there’s a lack of coordination between the professionals and because of this lack of communication, you could miss out on important tax credits or could cause problems for your succession or estate plan.

We work with our clients and their professional team to make sure we’re all working together towards your financial goals.


Financial life in order in All 7 areas.

  • Tax
  • Estate
  • Risk
  • Investments
  • Insurance
  • Debts/Cash Flow


  • Fee audit
  • Beneficiary audit
  • Will/Insurance


Stress test for a greater probability of success.