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Sarah Williams

Sarah Williams, CFP®

Retirement Planning Specialist

5.0 (42 reviews)

"I specialize in helping clients prepare for a comfortable retirement through strategic planning and investment management."

RetirementTax PlanningEstate Planning
Minimum Investment
$250,000
Michael Chen

Michael Chen, CFA

Investment Strategist

4.9 (38 reviews)

"I help high-net-worth individuals optimize their investment portfolios with a focus on long-term growth and risk management."

InvestmentsWealth GrowthRisk Management
Minimum Investment
$500,000
Jessica Rodriguez

Jessica Rodriguez, JD

Estate Planning Expert

4.8 (31 reviews)

"I combine legal expertise with financial planning to create comprehensive estate plans that protect your legacy."

Estate PlanningTrustsLegacy Planning
Minimum Investment
$100,000