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Welcome to Finances & Legacy, where expertise meets excellence. With a proven track record of assisting thousands of clients, Datrick Jefferson leads our team with nearly three decades of tax strategy, business consulting, and non-profit advisory work.
At Finances & Legacy, we offer comprehensive services tailored to meet your financial needs. These are just a few of our highlighted services. Click the link below to view a complete list of services.
We provide comprehensive, strategic solutions that cover every aspect of digital marketing, brand development, and operational efficiency, from client management software to elevating your digital presence.
Our team of experts will keep your finances organized and up-to-date, giving you more time to focus on growing your business. With our personalized approach, we’ll work with you to develop a plan that meets your unique needs.
Unlock the full potential of your finances with our tax strategy services. Discover how much money you are leaving on the table!
Estate planning is essential for ensuring your assets are protected and distributed according to your wishes. Our estate planning services encompass a wide range of strategies.
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