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PLANNING SERVICES

Estate Planning

Estate Planning

Guidance on legal structures and financial products for future distribution of assets.
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Tax Mitigation

Tax Mitigation

Get advice on strategies
to mitigate tax exposure.
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Lifestyle & Marital Planning

Lifestyle & Marital Planning

Advice on strategies and the appropriate agreements and/or legal structures
for your needs.
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Investment Planning

Investment Planning

We have strategically partnered
with Gerstein Fisher.
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Asset Protection Planning

Asset Protection Planning

Learn how you can build “a virtual wall of protection around your finances”.
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Business Succession Planning

Business Succession Planning

Learn important lessons to walk away
from a sale happy.
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Retirement Planning

Retirement Planning

Learn the advantages of sophisticated benefit plans for entrepreneurs.
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Charitable Planning

Charitable Planning

Learn about strategies to coordinate philanthropy with other financial goals.
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Investment consulting services provided by Gold Family Wealth, LLC, a state-registered investment advisor. Investment management services provided by People’s United Advisors, Inc. doing business as Gerstein Fisher. Securities provided through People’s Securities, Inc. member FINRA/SIPC. Gold Family Wealth, LLC is not affiliated with either of the aforementioned entities. Representatives may not be registered to provide securities or advisory services in all states. Third-party rankings and recognitions are not a guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.