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Financial Planning

One of a kind plans because no one is in the same situation!

Process

Our process starts with the center piece in mind that’s you – Once we have an understanding of your financial dreams:

  • We discuss the thirteen critical wealth management issues  
  • Project your financial goals
    • Retirement
    • Education
    • Legacy
    • Philanthropic  Giving
  • Current Financial Position Review
    • Investments – Qualified and non-Qualified
    • Business Interests
    • Liquid accounts
    • Risk management Policies
  • Strategic Planning session
    • Strengths of your plan
    • Threats to your financial security
    • Opportunities to improve your plan
    • Efficiency and effectiveness of current cash flow utilized
    • Tax philosophy
    • Strategy recommendations