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Financial Planning
About Strand Life Wealth Management
Independent wealth management firm, specializing in working with professional athletes, business owners, and high-net-worth individuals. Full-service holistic planning, which includes tax planning and Go to full description...
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Additional business details
Email address:
parsa@strandlifefinancial.com
Independent wealth management firm, specializing in working with professional athletes, business owners, and high-net-worth individuals. Full-service holistic planning, which includes tax planning and strategies, investment management, and estate planning. Strand Life also handles tax planning and real estate analysis, which includes 1031 exchange and DST Options. Insurance Planning is also included. Modeling ROTH Conversions and retirement income planning!
Services:
Insurance Planning, Estate Planning, Tax services (planning & optimization), Financial planning, Investment management, Ongoing wealth coaching, Retirement planning, Business exit and succession planning, One-time advisory consulting