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At Westhem Grant, we take a comprehensive approach to wealth protection planning.  We focus on the goals and objectives of the client, and incorporate their concerns into an efficient strategy based on time-tested techniques, custom tailored to each client’s individual needs.  Using our unique “client-centric” approach, we work closely with our client and their other advisors.  As either the leader of or a participant in the planning team, Westhem Grant focuses on creating a strategy that is as dynamic as the individual client.  The results are straight forward as well as tax efficient, incorporating both the client’s financial and non-financial objectives in a structured arrangement that is stable, yet malleable enough to take into consideration the changes in family, financial and extraneous circumstances that occur with time.

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05/13/08 - California

The Crossings, Carlsbad, CA

Unique Financial & Estate Planning Strategies for Real Estate Investors

05/14/08 - California

Del Mar Marriott, Del Mar, CA

Unique Financial & Estate Planning Strategies for Real Estate Investors

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Our Resource Library offers educational materials about wealth planning and related topics.

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© 2006 Westhem Grant.
Securities offered through representatives of Jefferson Pilot Securities Corporation, a registered broker/dealer, Member NASD/SIPC.
Jefferson Pilot Securities Corporation and The Westhem Grant Group are not affiliated.