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What makes DeGregori Inc. different then all the rest?
Our Process:
- Assess client’s financial and tax structure.
- Advise client's on strategies to reduce income tax and increase asset protection.
- Assess client’s personal, business and financial goals and objectives.
- Understand existing estate plan and any legal issues.
- Determine how much risk you desire to take.
- Understand your financial / stock portfolio strategy.
- Ask a lot of questions to really understand what you need to help you with your financial goals.
- Assist you over time to obtain your goals. How many CPA’s do that?
If we don’t specialize in the area of accounting you need, we can provide you with some great reputable referrals.
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