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Planning & Advisory*

Life is full of decisions - important and complex. In order to realize your goals, maximize your impact and create a lasting legacy, it is important to understand and coordinate all aspects of your financial picture.

We can help you navigate life's most important cross-roads by developing a plan that is custom fit for you. We will provide guidance and perspective every step of the way. By combining expertise in both financial planning* and taxation, we are best equipped to create and implement successful plans that avoid unnecessary taxes and wealth transfers along the way.


 * These services are offered by Monica Osborne and Colleen Wallace through their affiliation with HD Vest.

FOR INDIVIDUALS & FAMILIES

  • Goal Discovery & Quantification
  • Retirement Income Planning
  • Legacy & Estate Planning
  • Social Security Optimization
  • Roth Conversion Analysis
  • Tax Sensitive Portfolio Construction & Management
  • Tax Efficient Charitable Giving
  • Education Funding Planning

FOR BUSINESSES

  • Employee Retirement Plans
  • Business Succession Planning
  • Tax Efficient Executive Compensation Planning
  • Risk Analysis