Our recommendations typically center around these common areas:
• Income and Cash Flow Analysis
• Risk Analysis and Mitigation
• Benefits Analysis
• Real Estate and Closely Held Asset Review
• Succession and Legacy Planning
• Strategic Business Analysis
• Asset Review and Protection
• Ongoing Monitoring & Consultation
Please be advised that Wealth Advocacy renders consulting services which do not constitute and should be construed as, legal, tax, investment, or accounting advice – all of which should be given only by duly-licensed professionals.
Wealth Advocacy, LLC is not affiliated with any financial planning firm, affiliation or accreditation board and does not hold itself out as providing any legal, tax, financial or other advice. Wealth Advocacy, LLC does not make any recommendation or endorsement as to any advisor, financial planner or other service, product, entity or individual or to any material submitted by third parties or linked to or from this website.
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