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Specialties
Our client’s goals, objectives and concerns are first and foremost when creating a comprehensive financial strategy; we call this the Total Wealth Advantage. As our client, we evaluate your overall short– and long-term goals and carefully assess the opportunities and risks in meeting these goals. Included in that evaluation, we thoroughly review all of your assets, liabilities, and insurance coverages, as well as use our financial expertise in the areas of estate and trust planning. We are empathetic to the attainment of your goals. With our years of experience, we can help you realize your vision by protecting and preserving them the way you feel most comfortable, structured and coordinated with our advice and expertise.
History
Established in 1997.
Established by Ken Van Leeuwen in 1997
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