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Investing in You

Your Family. Your Future. Our Focus.

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How Can We Help You?

Wealth Management Planning Services

Investment Services

McGlone Suttner Wealth Management will review your current investments and design a personalized portfolio appropriate to your needs.

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Tax Reduction Planning

Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies.

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Retirement Planning

Development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living.

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Family Wealth Planning

Assistance in implementing your estate plan through titling and beneficiary designations.

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Client Services

Special reports on how to help reduce your taxes and other important topics.

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Financial Strategies

Guidance regarding spending decisions, debt management, and cash management.

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Thank you!
Aurora Team