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SWCO
Sally Foad's Company Details
We partner with clients to maximize the value of assets, mitigate risks, and minimize taxes. Virtual CFOOutsourced Accounting ServicesTax Compliance and PlanningCloud SolutionsFinancial Statement Preparation and AnalysisIRS RepresentationBusiness ValuationBusiness ConsultingMergers & AcquisitionsPrivate Wealth ManagementPension PlansExit Planning"Our comprehensive approach to investing and financial planning begins with a complete understanding of your short, mid-term, and long-term objectives. We then tailor a plan of action. Managing risks and minimizing taxes are integral to our action plan. Our total return approach to investing includes low cost exchange-traded-funds, individual equities, and other securities as appropriate."