The Ballast Atheneum is a collection of our thoughts on the twelve most important topics in financial planning. Today, the focus is on Estate Planning. Estate planning is no longer reserved exclusively for the ultra-wealthy. An estate plan is an integral part of any sound financial plan. Whether it’s a last will, a simple testamentary...
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Optimized Planning
We strive to optimize your finances and financial decision-making. Together, we utilize financial planning tools to take advantage of different opportunities presented within your financial life. As your life evolves, so do our recommendations.