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The Differences Between an Investment Firm, a Private Banker, and an Independent Financial Advisor

Not all of your advisors can provide the financial services you need. Making informed financial…

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Delivering “peace of mind” to HNW clients ensures success

Kevin explains how delivering “peace of mind” to HNW clients ensures success:

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Kevin Smith explains the work we do

Kevin Smith explains the work we do on InvestmentExecutive.com: Transitioning to a Family Office Business…

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Financial Life Scenario Planning

Planning is great, but limited. Unfortunately, because of the pace of change, plans become outdated…

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Enhancing your Life’s Time

The most precious asset we have is our Life’s Time – the pursuit of a…

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Optimal Estate Planning

A typical traditional estate plan results in the following: Too much tax being paid Asset…

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Who runs this thing…

The Principal, Kevin Smith, has been a financial planner for 28 years. During the 28 years,…

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Wealth Protection & Enhancement Planning

You had a plan for the enterprise. You need a plan for your wealth. You grew…

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Capital Accumulation & Management

Are you taking too much risk in the pursuit of return? A discussion that seldom…

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Advanced Tax Planning

One of the best asset accumulation strategies is to safely reduce taxes. Wealthy families make…