WEALTH MANAGEMENT
We will begin by obtaining some basic financial information and use these insights to provide an overall assessment of your financial well-being.
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Once we have a solid understanding of your current position, we can compare things like your retirement savings, current assets, and any debt you may have alongside other figures such as your age, expenses, or income.
Everyone’s situation is different, so there are no exact answers, but this is a great place to start as it often highlights areas that need some attention.
CASH FLOW ANALYSIS
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529 Savings Plans
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Education Costs vs. Savings Projections
EDUCATION PLANNING
As a snapshot of your complete financial picture, this will allow us to track your net worth and see whether it is improving each year.
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The report also provides a way for us to study the trends of your individual assets and liabilities.
PERSONAL FINANCIAL STATEMENTS
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Charitable Giving Strategies
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Roth Conversions
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Tax Loss Harvesting
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Tax Impact Analysis
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Income Tax Projections
TAX PLANNING
Determining your need for life and disability insurance based on your family and career.
LIFE INSURANCE REVIEW
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Wealth Transfer Strategies
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Estate Review
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Review Titling of Assets & Beneficiaries
ESTATE PLANNING