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Tell us what problem(s) you would like us to solve.

Such as: I want to minimize my annual tax bill, I want to maximize the assets for my beneficiaries on my passing, I want to best utilize my lifetime capital gains exemption, I want guidance on how to transition out of or sell my business, I have a complex family situation and want to make sure my wishes are followed, I want to give more to charity, I feel as though I do not have enough insurance, I feel as though I have too much insurance, my investments are not preforming to my expectations.

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Please provide some relevant information such as: your stage of life (working, transitioning, retired). What is your business sector? Approximate value of your personal assets. Approximate value of your corporate assets. Are your retained earns growing each year? Are you currently utilizing a holding company and or trust structures?