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Family Office Services

Cash Flow & Liquidity Management

   

Family Office Services

Cash Flow & Liquidity Management

   

Family Office Services

Cash Flow & Liquidity Management

   

Cash Flow & Liquidity Management

Whatever your goal or unique situation, Accurate Family Office will work to help you understand your overall financial position so that you can make solid investment and financial decisions that help move you toward your desired lifestyle and goals.

Services

Cash needs analysis

Capital sufficiency analysis

Liquid versus illiquid review

Source and location of liquidity

Creation and Updating of Annual Budget

Budget v. Actual Reporting

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© 2023 Accurate Advisory Group Inc. All Right Reserved.Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Registration does not imply any level of skill or training.Privacy Policy | ADV-Part 2A Non-WRAP | ADV-Part 2A WRAP | Form ADV Part 3 - Client Relationship SummaryInsurance services offered through Accurate Advisory Group Inc. Securities offered through AAG Capital, Inc. Member FINRASIPC Check the background of this firm on FINRA's BrokerCheck.Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

*Testimonials are from Accurate Advisory Group customers and were not compensated.