Financial planners are really in the information management business. Each component of our work depends on a mass of information. It's collected, stored, analyzed, manipulated and formatted into files, reports, charts and graphs, and distributed to clients mechanically or electronically.

Our firm uses as many technological tools as possible to make information collection, management and distribution more efficient. Moreover, we work hard to look ahead and integrate the most appropriate software and hardware-the game changers-as they're introduced to the market.

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