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Professionals

Professionals such as doctors, lawyers and dentists face particular challenges when they are also owners of their own business.  We can assist professionals with investments and risk management to ensure the viability of their success through a customized financial plan.

TWM can tailor a financial plan for you which includes:

• Estate Issues
• Tax planning opportunities
• Business succession planning
• Buy/Sell Agreement
• Insurance needs
• Retirement/Investment planning

To find out about the type of service and experience we can offer, please read some of our customer TESTIMONIALS to hear what they have to say.

To learn more about the Process of working with Twerdun Wealth Management please see OUR PROCESS.