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We house a team of professionals who share a commitment to doing the right thing for our clients, knowing that people matter, while holding ourselves to the highest of standards.
Using the PS&G Model®, LEAP looks at all aspects of our client’s financial life, which allows financial decisions based on economics, not products or tax laws.
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Wealth In Motion
July 21, 2014
You work hard for your money, but does your money work hard for you? For most people the answer is No. Money is easily lost due to taxes, [...]
Step 1 – First Meeting
We will meet to discuss the Lifetime Economic Acceleration Process™.