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Philosophy

The team at Profectus Financial Partners recognizes that our clients are the true creators of wealth.  Our role, as fee-based financial planners and financial coaches, is to help you build and preserve your wealth by enabling you to focus your time, energy, and activities on your unique ability: that which is most likely to help you achieve and enjoy a life of health, wealth, and prosperity.

To enable you to focus on your unique ability, we will seek to surround you with a team of professionals that are committed to serving you.

Attorneys That Specialize In:

Corporate Law

Estate Planning

Securities Law

Special Needs Trusts

Tax Law

Mergers & Acquisitions

CPAs That Specialize In:

Tax Preparation

Tax Planning

International Tax

Audits, Reviews, and Compilations

Mergers & Acquisitions

Financial Professionals

Profectus Financial Partners