Cares more about you and your money than anyone who isn't family
Researches possible alternatives that could help meet your goals, which you may not have considered, including how best to claim Social Security.
Aids in prioritization of realistic financial goals & puts opportunities into perspective.
Helps protect your income.
Looks into how you may be able to reduce your taxes responsibility.
Works with your tax & legal advisors to help you meet your financial goals.
Aids with the continuity of your family's financial plan through generations.
Develops & monitors a strategy for debt reduction.
