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Estate and Tax

A collaborative approach is critical when it comes to estate and tax planning. Crafting an effective strategy depends on trustworthy financial counseling, proactive wealth management, and solid, research-based know-how when it comes to navigating today's 24/7 markets.

Plaza brings to the table a peer group of knowledgeable advisors steeped in a more than 25-year tradition of timely service, innovative planning, and proven experience. Working as your team with a goal of asset security, performance, and growth, we believe Plaza Advisory Group seeks to bring the element of critical thinking and a contemporary market perspective to the tasks involved in crafting effective estate and tax plans.