Everyone needs a little bit of advice, we just need your ears to listen.
Everyone needs a little bit of advice, we just need your ears to listen.
The Theo Group’s approach to working with clients is threefold process: help preserve their wealth, maintain and enhance their lifestyle, and help them create the legacy they envision. Prior to engaging with a prospective client, we conduct a deep analysis of the individual’s current lifestyle, goals and aspirations. This is complemented with an understanding of the prospect’s concerns and fears.
We also strive to ensure that the clients’ and their families’ wealth is sustainable. By providing estate and trust reviews, assisting families develop a mission statement, and promoting philanthropy and foundation development, we help families preserve their wealth in a way that is aligned with their goals. In addition, we understand short-term needs are important to maintaining a calm and healthy day-to-day lifestyle.
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Let’s talk about your money goals — for FREE.
I’m offering a complimentary financial coaching session to help you get clear on your money, your goals, and your next steps. Whether you’re working on paying off debt, building savings, planning for retirement, or just trying to make your money stretch further — this session is for you.
No sales pitch. Just real guidance, tailored to YOU.
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