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Wealth Management

Professional Planning & Wealth’s name comes from our Wealth Management service.  We begin with Financial Planning and from this work we implement your strategy to carry out the plan, which includes investment management.

Through our planning process, we analyze your current finances, short and long-term goals, and your tolerance and capacity for risk.  From this we develop your personalized financial plan which encompasses investments, retirement planning, tax efficiency and estate planning, education planning, and insurance planning.  We then collaborate to monitor our progress toward realizing your goals.

When can you retire?  How much should you be saving?  How do we work to make sure your assets last a lifetime?  These questions are at the heart of prudent planning, and our Wealth Management service.

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