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PREPARATION OF A COMPREHENSIVE FINANCIAL PLANNING REPORT

COORDINATED review and recommendations concerning:

  • 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

Please contact us for a free consultation.