This financial consultation certificate includes three hours of wealth management & tax integration consultation including portfolio management, asset preservation, college, estate, income tax, and long term care planning.

Financial Planning / Wealth Management / Tax Integration 

Explore your financial options and help plan for your financial future with a three hour Wealth Management & Tax Integration Consultation,  from One Of  *Barron’s 2009 Top 100 Independent Financial Advisory Firms in the country...and NOVAM/ IMAGINE  2010 supporter.   Financial consultation includes a topical review of College, Estate & Income Tax Planning, Portfolio Management, Asset Preservation & Risk Management Techniques & Strategies.

 *The ranking reflects the volume of assets overseen by the advisors and their team, revenues generated for their firms, and the quality of their practices. Past performance may not be indicative of future results.  *Barron’s/August 31, 2009 (pg S10) *http://online.barrons.com/public/page/9_0218-Indfinancialadvisor-2009.html