PREPARATION OF A COMPREHENSIVE FINANCIAL PLANNING REPORT

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COORDINATED review and recommendations concerning:

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• Cash Flow/Budgeting

• Education Funding/Planning

• Investment Asset Allocation Analysis

• Insurance Analysis

• Retirement Planning Analysis

• Estate Tax Analysis

• Estate Liquidity Analysis

• Legal Document Review

• Succession Planning

• Capital Needs or Life Insurance Analysis

• Elder Care Planning

• PERSONAL CFO

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Please contact us for a free consultation.

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