Planning + Advice

Queensbury Group’s diverse services can be segmented into two areas of planning and ongoing advice.* Both are important aspects of creating a financial plan that is finely tuned to an individual client’s needs and concerns.

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The planning process starts with a statement showing existing income streams and assets. Emphasis is placed upon tax planning in order to maximize cash flow and to improve discretionary income.

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*Planning and ongoing advice services conducted by your advisor are provided through Queensbury Securities, Queensbury Insurance and/or your advisor’s other business activities.

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