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Personal Financial Planning

You may have several financial goals in mind, such as retirement, education, and vacation, but the trail to reach your goals may not be clearly marked. Allow Levine-Thomas & Associates LLC to be the roadmap. Our mission is to provide you with the information you need to help you make informed decisions about your finances. Combining our many years of experience in the financial services industry with our expansive knowledge of today’s ever shifting marketplace, we can help you navigate the road to financial security.

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Estate Planning

You’ve been successful in managing your money throughout your life, but now you must think beyond that to the financial security of your survivors. Sound advice from a professional estate advisor will give you peace of mind that your money, property, and assets are properly distributed after you’re gone. Levine-Thomas & Associates LLC has successfully helped many individuals in and around South Florida plan for the future financial security of their loved ones. Whatever your economic situation may be, it is never too early to start planning for your financial future. Why not start planning today? We can help you define your estate planning goals and provide you with the best options for your specific situation.

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Tax Planning

Effective tax planning is necessary throughout the year and is a fundamental component in overall financial security. In addition to preparing your personal income tax return, Levine-Thomas & Associates LLC provides strategic solutions that reduce tax burdens and develop tax management plans using the most current incentives available to West Palm Beach residents.

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