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Real Estate

Client Centered

For real estate professionals/investors we understand the world of traditional financial planning and advice can present challenges. That’s why at StatonWalsh we use our knowledge and expertise from working with other professionals to take a non-traditional approach. We believe that a comprehensive financial plan is the foundation for any real estate professional or investor. Being truly comprehensive means to understand how our clients think and how they invest. We understand that your world is different and that’s why we take a unique approach to providing a fully diversified plan that is not correlated to the traditional parameters of “old school” financial planning. Our value is to create consistency in your plan so that under any circumstances, your goals and financial dreams are met.