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Business and Financial Planning
With a Personal Touch

Our mission is to help people grow and protect their wealth to accomplish their life goals through a holistic, comprehensive
financial planning strategy. The catalyst of helping our clients accomplish their life goals is through building
strong relationships based on uncompromising integrity, trust, and unparalleled service.

Planning Process

For dreams to become reality, you must take the time to plan strategically and seek professional advice. Not taking the time to plan is like neglecting to refuel your car because you are too busy driving. Eventually, you will run out of gas and find yourself in a "crisis." The mission of "The Palmer Group" is to provide personalized guidance in helping you and your family reach your financial goals. It is our objective to find out "where you are today," "where you want to go in the future" and "develop a plan" to efficiently get you there. To accomplish this, we utilize a Financial Planning system that will provide you greater control over your financial future.

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Business Exit Planning

As an entrepreneur and business owner you’ve probably spent most of your business life planning how to grow and maintain your business, but have you given much thought to how you will leave that business when it’s time to go? The final stage of any good business plan should be how you will leave the business you’ve worked so hard to develop. The Palmer Group has the experience to help you successfully negotiate the maze of available options, allowing you to reach the exit strategy best suited to you and your business. Our proven six-step process will evaluate your time frame and lead you to systematically realize your business exit goals.

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Our Team

Years of experience have prepared us to guide you through your life transitions.

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Our Services

We create strategies that are tailored to your needs and goals.

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Jeff's Book

Tax Strategies for Ordinary People

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