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Infographic: The gift of philanthropic planning
Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
Estate & Giving
View
Giving is a family affair
How to inspire charitable values for generations to come.
Estate & Giving
Read
Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Retirement & Longevity
In the name of conservation
How you can join accredited zoos and aquariums in global conservation efforts.
Estate & Giving
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
Business Ownership
Read
Trim your future tax bill by thinking ahead
Don’t procrastinate when it comes to prepping for tax season.
Tax Planning
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  • 122 Uptown Drive Suite 401 Bay City, MI 48708
  • T: 989.391.3790
  • F: 833.514.7240
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