Portfolio Category: Services

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Estate Planning

Estate Planning
Having concerns on how to transfer your legacy to your next generation? What is the tax impact on the process? What about probate? Thinking about having a trust set up? What is the process? We work with lawyers to help our clients on setting up trust so they do not have to overpay estate tax.
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Tax Planning

Tax Planning
How do we minimize tax? With the amount of national debt we have, our tax will most likely be higher in the future. Don't you agree? Business owners and contractors have been using business deductions to minimize their taxable income for years. How is this done? What about having a home office? Open an LLC…
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Mortgage

Mortgage
Is 15 or 30 year the best strategy?  What about fixed vs. ARM?  How do we maximize the mortgage loans for ourselves? We work with some of the best mortgage loans lenders. With their help, you are certain to find the best rates on the market. There are even strategies on leveraging other high earning…
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Wealth Management

Wealth Management
How is your portfolio performing?   We offer high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning into complete package.   Even if you already have a portfolio, doesn't it make sense to have another professional to take a second look and if any…
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