Estate Planning - EQ Plus

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August 2, 2024
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Investment Growth for Greenfield Tech

Our investment management team worked with Greenfield Tech to grow their investment portfolio by 20% over two years. We implemented a strategic asset allocation plan that balanced risk and return, aligning with the company’s financial goals.

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August 2, 2024
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Estate Planning for the Richardson Estate

Bizan crafted a detailed estate plan for the Richardson family, ensuring a smooth transfer of wealth to the next generation. Our plan minimized estate taxes and protected family assets, providing peace of mind for the Richardson family.

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