Comprehensive Financial Planning

We will prepare a comprehensive analysis of your existing financial situation, quantify and prioritize goals, identify deficiencies and recommend specific, customized solutions. The fees are dependent on the complexity of the issues and objectives and the size of your estate.  Your plan will address the following topics (if applicable):

  • Investment Planning Analysis and recommendations
  • Retirement Needs Analysis and Recommendations
  • Educational Funding Needs Analysis and Recommendations
  • Estate Tax Liability Projections and Recommendations
  • Income and Asset Protection Needs and Recommendations
  • Debt Management Analysis and Recommendations
  • Tax Planning Recommendations

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