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Comprehensive Financial Planning

Financial Position

  • Net Worth
  • Cash Reserves
  • Cash Flow
  • Budgets
  • Asset Ownership
  • Mortgages & Lines of Credit
  • Debt Management
  • Credit History

Tax Planning Strategies

  • Strategies to Manage Income
  • Tax Exposure
  • Tradition & Roth IRAs
  • Qualified Retirement Savings Plans
  • Asset Liquidation
  • Business Structure
  • Opportunities for Business Owners
  • Executive Benefit Plan Design

Risk Management

  • Disability Income Insurance
  • Long-Term Care Insurance
  • Life Insurance
  • Group Health Insurance
  • Insurance Policy Review
  • Policy Status & Loans
  • Group Benefits
  • Key Person Plans

Investment Management

  • Asset Allocation
  • Portfolio Rebalancing
  • Dollar-Cost Averaging
  • Educational Savings Plans
  • Tax-Advantaged Portfolios
  • Options & Restricted Stock

Retirement Planning

  • Required Minimum Distributions
  • Pre-Age 591/2 Distribution Strategies
  • Rollovers
  • Pension Income Alternatives
  • Social Security
  • Annuitization & Income
  • Tax-Advantaged Retirement Plans

Estate & Business

    • Review Estate Documents
    • Beneficiary Audits
    • Capital Transfers
    • Planning for Families with Special Needs Children
    • Estate Liquidity
    • Charitable Giving Strategies
    • Business Succession Planning
    • Buy-Sell Arrangements

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