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Special Situations Planning

Throughout your life, as your pursue your long-term goals, some expected and unexpected needs will come your way, whether it is planning for a wedding, taking a spur-of-the-moment dream vacation, deciding to buy a second home or facing unexpected expenses due to unforeseen events.

How I Can Help You

We are here to help you with situations that do not always fit nicely into the other wealth management issues. We can assist in determining a path to get you through whatever financial challenges and opportunities arise. While working with you in these special situations, We will continue to monitor your tax situation as well as your progress in the other wealth management issues.