3,069 Detroit wealth managers were considered for the award; 322 (3.3 percent of candidates) were named 2018 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
This communication strictly intended for individuals residing in the states of AL, AZ, CA, CT, FL, IN, KY, MA, MI, NC, OH, PA, TX, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
This communication strictly intended for individuals residing in the states of AL, AZ, CA, CT, FL, IN, KY, MA, MI, NC, OH, PA, TX, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
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The Village Wealth Management Team's approach to working with clients is threefold: help preserve their wealth, maintain and enhance their lifestyle, and help them create the legacy they envision. Prior to engaging with a prospective client, we conduct a deep analysis of the individual's current lifestyle, goals, and aspirations.
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The first step to cash flow planning is to examine where you're spending your money. Cash flow analysis involves tracking your spending and then analyzing the results. With this information, we can identify opportunities for improving your cash flow and optimizing your resources. Tax planning is the analysis of the individual's financial situation in order to legally maximize tax breaks and efficiently minimize liabilities.
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When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool. After the historic Obergefell decision, it's important for LGBTQ+ couples to comprehensively review their estate plan. When it comes to the amount of your social security benefits, you have a choice in the matter.
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