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John E Calhoon CPA LLC (Sarasota, FL )

Ad Type:   Wanted
   Posted:   2022-08-05, 11:45PM
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 We see that too many of our clients suffer from the conflicts, high costs, and inefficiencies that result from working with multiple, often competing financial firms. We have made it is possible for every American family to enjoy the advantages that were once only available to the ultra-wealthy.

Those advantages include lower costs, smarter tax treatment, and a holistic approach to preserving, protecting, and growing their wealth.

Our vision for a brighter future is to provide the professionals, the expertise, the systems, and operational controls required to deliver the family office experience.

Tax Strategy
Wealth Management
Estate Planning
Risk Mitigation
Retirement Planning

727-698-2598
[email protected]
https://financialgravityfamilyofficeservices.com/calhoon/
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