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ContactsEdit
| Street address: | 14900 Landmark Boulevard # 650 |
| City / suburb: | Dallas, TX |
| Zip code: | 752546788 |
| Phone: |
(214) 727-6000 (Primary Phone) |
| Contact name: | |
| Contact title: | |
| Nearest landmark: | |
| Fax: | |
| Website: | |
| E-mail: | sjblum@awealthplan.com |
| Social networks: |
Business descriptionEdit
We guide our clients in fulfilling their financial and personal goals through business consulting, portfolio management and financial planning.
Our primary focus is to mange your overall wealth - not just your investment portfolio. We guide our clients in fulfilling their financial and personal goals through business consulting, portfolio management and financial planning. Our financial plans include the areas of estate, retirement, philanthropy, education and tax mitigation strategies. Tax mitigation strategies greatly affect your overall wealth. Large tax payments often exceed even healthy gains made in a portfolio. We concentrate on tax mitigation strategies because these can have a larger impact on your overall wealth than investment performance.
General informationEdit
Categories
- Business Services Financial Investment Advice Financial Advisory Services
Business data
| Estimated number of employees: | 5 to 9 | |
| Annual sales estimate: | ||
| City / suburb: | Dallas, TX |
Products
Tax Mitigation, Exit Planning, business consulting services, financial planning services, Wealth Management
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Hours
• Mon
8:30 - 5:30 am
• Tue
8:30 - 5:30 am
• Wed
8:30 - 5:30 am
• Thu
8:30 - 5:30 am
• Fri
8:30 - 5:30 am
• Sat
Closed
• Sun
Closed
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