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Financial Planning

We will work with you to develop a financial plan that will help you navigate from where you are now to achieve your future intentional living goals. The plan will encompass:

• Investment Planning

• Education Planning

Insurance Planning

We will evaluate current plans, review the need for additional coverage and what will be sufficient for your loved ones in the future. During the evaluation, we will also review:

• Long Term Care Needs

• Asset Protection Strategies

Estate Planning

A very personal part of the planning process with clients is a comprehensive estate plan designed to maximize the assets to your family and ensure that your goals are achieved. This process includes:

• Tax Planning

• Business & Succession Planning

• Special Situations

Retirement Planning

Whatever your vision of retirement is, diligent and ongoing planning and goal setting is necessary for your retirement to live up to your expectations. A part of our analysis is common sense and proprietary:

• Promised Funds™

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