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Our Planning Process

At Playfair, we take the frustration and worry out of planning for your financial future. As a valued client, you shouldn’t have to go to multiple Financial Professionals and pay numerous fees for disconnected advice. What you need is a trusted coach who can guide you along every step of your financial journey.

When you partner with us, you’ll have a clear understanding of how every aspect of your comprehensive plan is designed to meet your financial goals — both now and down the road.

Our team will tie investment advice together with smart retirement and tax strategies to focus on maximizing wealth while helping you keep more of what you’ve earned. We’ll also leverage our expertise in estate planning, insurance, college funding and other key areas to create a Financial Road Map® of every milestone along your journey so you can rest easy knowing you have a solid plan no matter where life takes you.

Have a question about our process? Let's Talk.

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