Individual
We provide a no-cost consultation to determine which of the following services you may need:
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Asset allocation
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Review of company sponsored retirement plans
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Discuss alternative methods of retirement funding
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Develop personal cash flow and balance sheet statements
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Examine various risks to family financial security
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Education funding alternatives
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Life, disability, and long-term care insurance product analysis
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Review and analysis of tax returns
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Strategy to reduce current and future tax burden
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Analyze, organize and develop charitable giving and gifting strategies
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Organization and consolidation of financial accounts, balances & budget into a personalized planning webpage
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Customized financial plan encompassing asset protection, tax, insurance, benefit plans, investments, and cash flow models
