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Financial Planning

The primary objective of a financial plan is to analyze your current financial situation and project the long-term impact of strategies we propose to you.


The first step in developing a financial plan is to compile a list of assets and liabilities and to categorize them among liquid, illiquid, taxable and tax deferred as well as how they are titled in your estate.  A comprehensive cash-flow analysis is constructed that takes into consideration your various sources and uses of cash. Your current portfolio is analyzed and defined in terms of asset allocation and expected rate of return. We then link the analysis to your specific goals and objectives and use it to solve for the best course of action.


Our financial planning services include investment, retirement, tax and estate planning.

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