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Our Services

Our firm's objective is to motivate and assist high net worth individuals and business owners so they can achieve and maintain financial independence. Many different opportunities, and sometimes requirements, are presented to us at different times in our lives. Our firm is here to implement the plans needed to carry out your financial goals and desires. Your need may be asset management, IRA planning, estate and charitable planning, or planning for the sale of a business. The integration we provide to facilitate and implement your goals and desires make us unique. No two people are the same. We understand that.

Through our affiliated company, the McAbee Group PLLC, we are able to offer tax planning to monitor and create the strategic transactions specific to each of our client's needs. As those needs differ by client, so will the planning objectives. Whether the upcoming opportunity is the approaching sale of a business, retirement, charitable giving, estate planning, or simply monitoring cash flow in the golden years, we have the tools to manage your goals and needs.