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consulting services include: • Business Start-Ups • Strategic Plan Development • Financial Plan • Growth Plan • Business and/or Operation Plans • Competitive Analysis Management • Operational Performance Management • Continuous Process Improvement With business process improvement, we consult with small

that best serve you, unfettered by the restrictions and agendas of a big a fiduciary standard, which gives our clients the confidence that everything we do is with you - and your financial plan. Our services include: * Retirement Planning * Investment Management * Tax Planning & Tax Strategizing * Tax Preparation

craftsmanship, including providing customers with free estimates, a collaborative planning process and timely installations. Our highly skilled craftsmen have the experience and expertise to do the job right the

firm for a variety of clients, including small businesses, nonprofits, and individuals. Our specialty areas include working with real estate investors, service-basedfinancial planning, or even just guidance in understanding their finances, our team is capable of providing the

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. As a CFP® all active clients receive free financial plans which include live access to assets and liabilities for not working together. The services we offer include: retirement planning, investment management, portfolio management, tax planning, certified financial planner™ CFP® and

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