We provide a no-cost consultation to determine which of the following services you may need:

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• Asset allocation

• Review of company sponsored retirement plans

• Discuss alternative methods of retirement funding

• Develop personal cash flow and balance sheet statements

• Examine various risks to family financial security

• Education funding alternatives

• Life, disability, and long-term care insurance product analysis

• Review and analysis of tax returns

• Strategy to reduce current and future tax burden

• Analyze, organize and develop charitable giving and gifting strategies

• Organization and consolidation of financial accounts, balances & budget into a personalized planning webpage

• Customized financial plan encompassing asset protection, tax, insurance, benefit plans, investments, and cash flow models