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You may have financial questions—most revolving around  the accumulation, preservation and transfer of wealth. How do I build more  wealth? How do I protect what I have? How do I transfer it tax-efficiently to my heirs? How do I structure my charitable giving for maximum impact?

Tim Starkey, a Certified Financial Planner® and Chartered Financial Consultant® with over 15 years of experience discusses these topics and more. Tim loves communicating with people about their wealth and helping them work towards achieving what is most important to them. Here, he discusses common money questions you may (or should) be wondering about.

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Planning Options: Long Term Care

Long Term Care is a topic we get many questions about and is a top concern for many affluent families. In a continued effort to be a resource to you and those you care for, we invite you to view our 20 minute educational video discussing long term care.

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