Solving the financial puzzle is a daunting task. At TBH we take pride in unique solutions and comprehensive results. After setting up a consultative meeting to discuss goals, objectives and expectations, we start to gather information about the client to build a baseline for what will be the roadmap to your financial goals. The following meetings we will present a 'Scopes and Services' proposal, refine the goals, create alternative scenarios and look for solutions. Our objective is to help our clients with retirement, college planning, business planning and succession, estate planning, major purchases, insurance, tax planning, and asset allocation. Our ability to help executives, young families, and multi-generational families avoid and decipher circuitous situations that often plague them is something that we take pride in.
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