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A Unique Approach to Your Wealth

<strong>An Approach To Your Values &#38; Needs</strong>

An Approach To Your Values & Needs

As an independent firm we're able to personalize financial solutions tailored to your values and needs. We put you first. Our recommendations are always informed by proven wealth management strategies. We're committed to earning your trust and helping to cultivate financial confidence so you have the freedom and comfort to acheive more on your joureney through life.

<strong>An Approach That Keeps Pace With Your Goals</strong>

An Approach That Keeps Pace With Your Goals

Because our plans are fully personalized throughout the relationship process, we're always ready to present alternatives and adjust according to life's journey. Your goals and objectives may change along the way. We plan and adjust for this. There’s security in knowing you’re on the right path through major transistions. There’s freedom in knowing you can pursue what you want with Levine & Co. in your corner.

<strong>An Approach Based On Life Stages</strong>

An Approach Based On Life Stages

We think you deserve to leverage your success and accomplishments in each phase of life. You’ve worked hard to get where you are, and we’re ready to work hard to get you where you want to be in the future. Together we can plot a course that provides the freedom and security you want tomorrow with the resources and opportunity you have today.

Confidence For Every Stage

Each life stage has unique financial needs. We’re here to help with all your current and future goals.

Starting Out

Starting Out

Growing Wealth

Growing Wealth

Nearing Retirement

Nearing Retirement

Living In Retirement

Living In Retirement

<strong>Planning With You At The Center</strong>

Planning With You At The Center

Our recommendations also consider your appetite for risk. We help you prioritize what's most important. Then we’ll do careful analysis of your current assets to gauge their most beneficial attributions. Next, we’ll design a strategic plan, specific for you, that establishes a good course with careful consideration for how you want to live now and in the future. Then, we’ll monitor and adjust according to all life presents to you.

<p>Weighing the Benefits of Prepaid Debit Cards</p>

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.
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<p>Retirement Plan Choices for Small Businesses</p>

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.
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<p>Do You Owe The AMT?</p>

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Our Services

With over 30 years of experience, Levine & Co. provides tailored financial services in wealth management, insurance, and financial, retirement and estate planning.

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About ML & Co.

We pursue strong relationships with our clients so we can customize strategies and plans with a personal touch. Our clients imagine a big future, and we help them reach it.

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Contact Us

Think we might make a good fit? Have questions or concerns about how to start planning your future of freedom and security? Fill out the form and we’ll reach out.

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