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Money Management for Families

Families vary in their financial planning needs. Sometimes the near-term and long-term objectives span generations. At Money Counts, we work with families to develop plans that can help them manage their financial objectives while offering the chance to improve their enjoyment of life, sense of security, and confidence in investments now, as well as in the future.

We help families learn about:

  • Cash flow planning, debt restructuring, saving, and tax planning
  • Retirement strategies and distribution planning
  • College funding
  • Fulfilling short and long term goals for the things people want in life
  • Business start-up and business asset planning
  • Protecting assets in the event of liability, disability, or premature death
  • Long term care and critical illness - preventing loss of family assets
  • Estate planning, wills and trusts, and charitable giving

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