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Two principles have defined our firm since Larry M. Elkin created it in 1992: 1. Effective financial advice must consider all the issues confronting affluent individuals. Investment, tax, accounting, estate planning, insurance, business management, retirement and philanthropic considerations — among others — must be addressed together, not in isolation. We accept the challenge to furnish knowledgeable guidance and excellent service in whatever areas our clients require. 2. Our loyalty lies only with our clients. We accept no compensation from anyone else. All charges to every client are clearly disclosed and fully transparent.
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