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Wealth Management

Strategic Planning

Andre believes that keeping your wealth intact is as important as generating it in the first place. Andre will work with his clients to develop strategies that fit uniquely for his clients to help them feel confident in their investments.

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Tax Efficiency

Taxes play a cruicial role in retirement. Andre helps his clients visualize the tax burden that accumulates throughout retirement.

Andre has a team of professionals that regularly keep up to date with new tax laws and knows how to best maximize your portfolio to tailor to your needs.

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Social Security

Knowing when to turn the switch and take your social security is a challenging aspect of retirement.

Andre has the experience to know that each client has individual needs and cash flows. Using The Financial Butler, Andre can show you how your unique situation could benefit from deferring your social security, or whether you should take it early.

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