Accounting & Financial Services
For businesses, individuals, & families
Financial Planning Made Easy
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Conceptualization
You've thought about where you want to go, now its time to develop a plan.
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Brainstorming
Get together with Picker & Auerbach and discuss the various alternatives as we map out the pros and cons of each.
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Execution
Let's get your plan into action. We work closely with your other advisors in implementing your plan.
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Refining
Your financial plan is a roadmap but things change with time. Our team monitors the process and makes changes as needed.