Our Services
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Get to Know You and What / Who is Most Important
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Understand Your Financial Situation
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Clarify Your Goals & Focus on Your Total Financial Picture:
INVESTMENTS
- Personal and Business
- Strategies, Research & Implementation
- Asset Allocation
- Risk vs. Return
- Diversification
- Monitor and Rebalance your Portfolio
PROTECTION PLANNING
- Disability Insurance
- Life Insurance
- Long Term Care Insurance
EDUCATION FUNDING ANALYSIS
- Savings Vehicles
- Specific Projected Cost of Schools
- Track Progress
BUSINESS PLANNING
- Retirement Plan Design and Implementation
- Succession Plan
- Buy-Sell Agreements
RETIREMENT PLANNING
- Goals
- Income Sources
- Review and Reduce Risks
- Track Progress
ESTATE PLANNING
- Wills
- Trusts
- Powers of Attorney
- Charitable Giving
TAX PLANNING
- Keeping as much of your Money as possible
- Tax Conscious Investing
- Tax Deferral Strategies
- Efficient Retirement Income
COMPLIMENTARY SECOND OPINION