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Plan with a Purpose.

Plan with a Purpose.

Starting with your vision, and your goals, your financial strategy should be arranged around everything important to you.  A customized plan will include an investment strategy, a plan for income when needed, life insurance, estate planning strategies— and minimize taxes along the way.  Designed and overseen ongoing, towards the outcome you want, for you and your family.

Who We Serve

Business Owners

Business Owners

Your financial situation is incredibly unique, with greater complexities.  But your time is limited…

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Owners of&#160;<br/>Construction Companies

Owners of 
Construction Companies

The Construction Planning Group specializes in financial planning for contractors…

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Corporate Executives

Corporate Executives

Your time is extremely limited, yet your compensation can be complex, requiring ongoing attention…


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Families &#38; Retirees

Families & Retirees

Not all situations are as complex, but your situation is unique nonetheless.  To reach and maintain financial independence…

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As Simple As 1, 2, 3

STEP

1

Understand you, and your situation 

 The more we know about you, your vision, your goals… the better we can help.

STEP

2

Review for opportunities and improvements

To organize, simplify, grow, and protect.

STEP

3

Recommend strategies, implement as desired

Life will change, and you may too. We’ll be by your side, throughout your journey.

Our priority is helping take care of you and your family. Long-term relationships, encouraging open and honest communication, are the foundation of success. To get from where you are, to where you want to be.

Make an Appointment

We’d love to learn more about you and your financial goals. 

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