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Florida Wealth Counseling - DeLand, FL

145 East Rich Ave, Suite A, DeLand, FL 32724

 

Our Financial Planning Process

We have found that there are 8 Wealth Management Issues® that are most important to our clients and their families. Each of these issues is interrelated and, in fact, acts like a balancing scale. If you make an adjustment to one issue, it affects the others. By working with our firm, you will know that we are examining each of these 8 Wealth Management Issues through a disciplined approach with your best interest in mind while also considering the tax impact involved in planning for each of these issues.