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Who We Serve

family
Family
Stewards

Family Stewards

Managing your wealth for financial security, passing wealth tax efficiently to your loved ones and/or charities, ensuring your wealth is responsibly managed for future generations. When family stewards confront these multi-generational issues they are faced with challenges as well major planning opportunities.

At Forefront we have created a process to work with family stewards and their families that is designed with the goal of creating financial security, passing wealth tax efficiently to loved ones and/or charities, and helping ensure wealth is managed responsibly for future generations. 

business
Business Owners
& Entrepreneurs

Business Owners & Entrepreneurs

Trying to grow your business,  create financial independence, a secure retirement plan, reducing tax burden and rewarding employees. When a business owner confronts these major business issues they are faced with challenges as well as major planning opportunities.

At Forefront we have created a process for business owners that is designed with the goal of creating financial independence and a sound retirement plan on their terms, manage their tax burden, and helps ensure their family is protected and receives the value they created in their business in the event of their passing and rewards their employees.

professional
Busy
Professionals

Busy Professionals

Trying to manage your finances, finding time to plan for your future, coordinating various obligations, creating good habits to pursue their goal of long term success. When a busy professional confronts these major life issues they are faced with challenges as well as major planning opportunities.

At Forefront we have created a process to work with busy professionals to help ensure they havecreated good habits to ensure their long term success. We provide them with the systems to manage their finances and coordinate the important team of professionals they will need to build a solid long term plan.


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