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The summer season is the time to focus on accumulating, growing and protecting your assets as you plan for the future. During this stage, it is very important to take full advantage of your employer’s retirement plan and maximize returns on investment accounts. This is the time to review your tolerance for risk and minimize tax liabilities and unnecessary financial setbacks and have the proper insurance coverage on your assets and loved ones. As your trusted advisor, we will work with you to design the right strategies to address your specific needs and objectives. We will help you stay on the right track to attain your financial goals.

Key planning issues for the Accumulation season in life: