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Consultations ranging from one hour to one year, hyper-focused on your business or personal goals and objectives.

Business and Succession Planning

FamilyWealth Management Group has worked with family owned businesses and closely held businesses for decades. Whether you are first generation or fourth generation in your business, proper planning early is key. Our team is here to help your business choose the right path forward in planning for succession or transition of ownership.


You have been saving and investing throughout your professional career. Things seem to be going alright. But you find yourself wondering: am I taking on too much risk, should I increase my risk tolerance, should I be using ETFs, or maybe you are just ready for an investment review? An investment consultation is a simple, commitment-free way to obtain a professional, independent review of your current arrangements. Let a CERTIFIED FINANCIAL PLANNER™ tell you your perfectly positioned or offer suggestions for improvement- all in streamlined, transparent consultation.

Financial Independence

Have you ever wondered to yourself, "Am I on the right track financially?" You are not alone. This is where a FamilyWealth consultation can provide your family with the peace of mind in knowing that you are doing the right things to put your family in the best financial situation possible, now and in the future. Work with a CFP® certificant who can provide a comprehensive analysis of how your established resources and savings goals will be used to gain financial independence for life! 

Connect with us to learn more about our consultation process!

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