Broker Check

Areas of Financial Planning

There’s more to a successful financial plan than investing, as you’ll see from the information below!

Do you have a plan that will enable you to retire, utilize a tax-efficient, sustainable retirement distribution plan, and avoid outliving your money?

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Do you have a plan for efficiently investing your assets across all accounts via an asset allocation model, which takes into consideration your risk tolerance and time horizon to your goals?

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Do you have a plan for minimizing your income, investment, and estate tax burden over the remainder of your life and your heirs’ lives?

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Do you have a plan for keeping your affairs private, avoiding probate, and potentially increasing the amount you can transfer to your heirs without an estate tax upon your death?

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Do you have a plan for protecting your family against your death, disability, declining health, and personal liability?

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Do you have a plan for systematically saving for college, utilizing available tax credits and deductions when appropriate, and taking advantage of available financial aid?

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Do you have a plan for efficiently utilizing your Federal employee benefits and integrating them into your financial plan, in order to achieve your goals?

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Are you ready for Total Financial Planning?

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