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Your business solutions

May 16, 2013

Your Trusted Professional Resource for delivering a complete analysis of your current situation – we will assess your information and present recommendations for your business, by taking into account the totality of your professional and personal universe.

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Life Auditors

May 16, 2013

Your Trusted Professional Resource for delivering a complete analysis of your current situation – we will assess your information and present recommendations for your business, by taking into account the totality of your professional and personal universe.

LifeAuditors

December 13, 2011

LifeAuditorsSM is a unique consulting service that examines & makes recommendations (if appropriate) on a fee-basis only (no products are ever sold): Analyze Financial Plan Critique Insurance Coverage Review Contracts/Legal Docs Analyze Estate Plans Conduct Investment Analysis Review Retirement Plan Make Trust Recommendations

Why a LifeAudit

December 13, 2011

Why a LifeAudit? Our consultants provide a comprehensive, independent assessment of personal and business objectives that includes analysis of corporate and personal tax returns, wills, trusts, buy-sell agreements, retirement plans, insurance, pre- and post-nuptial agreements, special needs arrangements for dependents blended family planning and personal exit strategies. LifeAuditorsSM provides consulting services on a fee-basis only; […]