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Quint, Miller & Co.
Wealth Planning
The wealth planning process is used to help clients understand how to manage their financial goals. We take an aggregate view of a client’s financial situation and review various strategies that consider investments, insurance, retirement planning and other relevant areas.
Alternatively, we may work with clients on a single financial issue, but within the context of their overall situation. This “big picture” approach to financial goals sets the wealth planning process apart from other methods that focus only on a particular area of an individual’s financial life. In short, our objective is to provide clients with a means of achieving financial goals.
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