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Financial Security Through Integrated Planning.


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Since 1986, our belief in traditional values and long-term customer service has guided us in providing creative solutions through innovative thinking.

Our clients are Business Owners, Professionals and Professional Corporations for whom we design tax effective financial programs to solve their unique individual or corporate needs.

The Living Benefits Group is small enough to deliver personalized attention, yet large enough to serve the complex and diverse needs of our clients through a unique network of knowledgeable and experienced experts in Tax and Estate Planning, Corporate Strategies, Disability Income Protection, Disability Management Solutions, Executive Compensation Programs, Succession and Estate Planning, and Employee Benefits and Pensions. We place a premium on absolute trust, discretion and confidentiality.

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