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MONEY ALLOCATION
Know where to put each dollar so that it works harder for you.
Together, we’ll look at your entire money life and figure out where your money should go to accomplish your life goals. We crunch the numbers so you don’t have to.
Maximize your lifetime tax savings by choosing the right retirement accounts for you. IRAs, 401(k)s, Roth vs Traditional, HSAs, Mega backdoors. We cover it all here.
Want it all? Never worry about money again by letting us continually optimize your whole financial life (text your advisor any time!) for less than the cost of your Netflix subscription.