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A FINANCIAL PROFESSIONAL SERVICING ELITE ​ATHLETES, TOP MUSIC & ENTERTAINMENT ​TALENT & BEYOND W/ TRANSPARENCY, ​PATIENCE & CARE W/ THE POWER OF A 179 ​Year OLD FORTUNE 71 FIRM & TEAM BEHIND ​HER.

• HOLISTIC FINANCIAL PLANNING
  
• risk managEment/insurance planning
  
• estate planning
• retirement planning
• BUSINESS PLANNING
• I​NVESTMENTS
• WEALTH ​M​ANAGEMENT

*SPECIALIZING IN TAX DIVER​SIFICATION ​STRATEGIES