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Let us shed some light on your financial decisions…

<strong>Who are our clients?</strong>

Who are our clients?

Our clients are successful people who love their families, their children and grandchildren and want assistance with:

  • Retirement income structuring and associated investment advisory services,
  • Wealth transfer, Business Exit Planning*, Charitable Gifting and other legacy issues, and
  • Wealth enhancement and preservation strategies.

*Exit Planning offered through third party resources.

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<b>Who is the Family Wealth Decisions Group?</b>

Who is the Family Wealth Decisions Group?

Who is the Family Wealth Decisions Group?
We are advisors, and coaches to successful individuals, families and business owners, helping them make informed decisions about their wealth.

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<b>Our Mission:</b>

Our Mission:

To have a significant positive impact on the lives of our clients:

  • By helping them toward achieving all that is important to them, and
  • By helping them reduce the risks of bad things happening.
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Meet Our Experienced Team

How are we different from other advisors?

  • We are process oriented - not product oriented. Our Family Wealth Engine is customized for each client's individual needs and goals;

  • We put our professional advice in writing;

  • We are comprehensive financial planners - connecting all areas of your financial planning to reduce coordination gaps and missed opportunities;

  • We have abundant resources available to provide you with financial planning solutions tailored to individual needs;

  • We provide periodic reviews and the gentle encouragement to facilitate implementation of financial planning.

Have a Question or Want to Schedule a Meeting?

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