ADVANCED PLANNING CENTER
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ABOUT THE ADVANCED PLANNING CENTER (APC)
The APC is here with the knowledge, resources, and leverage you need to provide your clients with the best possible level of service. In addition to in-house specialists, the APC has unique relationships with top valuators, attorneys and industry experts who offer on-demand expertise and solutions. With over a century of combined experience, the APC is ready to provide you with services such as business valuation consultation, tax valuation, and fair value analysis.
MEET YOUR APC TEAM
Vice President of Advanced Design and Planning
Director of Advanced Design and Support
Estate and Legacy Planning Consultant
Business Planning Consultant
Ana Maria Gonzalez Wood
JD, CFP®, CLU®, ChFC®
Foreign National Consultant
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