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Bill was a family man who could fix anything, and his children grew up counting on that. He wasn't the most communicative person, but he was a devoted father.

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"Thank you for the time you spend with us. Life is so busy these days that little time is left to think about our investments for the future let alone know how to view the markets and make wise decisions. Thanks again for what you do and the spirit in which you do it"

Les and Judy, St Ann's

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A future that matters.

Do you talk about your financial plan with your adult children?

I want to preserve my estate for the full benefit of my heirs – what steps should I take?

Should I help my son or daughter buy a house?

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