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Financial Planning

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Retirement Planning – involves an in depth review of present and projected income, assets, spending and savings.  Recommendations are made to ensure retirement goals are met

Tax Planning objective is to minimize current and future federal and state tax liability.

Insurance Planning examines and make recommendations for life, disability, long-term care, liability (auto, home, and umbrella) insurance.  Properly structured insurance is an integral part of any financial plan and inadequate insurance can have a dramatic effect.

Estate Planning – many goals can be met through estate planning, including providing for your heirs, managing uncertainty, asset protection, charitable planning, and minimizing estate taxes.

Other Planning includes Executive Advisory Services, Charitable Planning, Stock Option Planning, Education Planning, and various other financial matters.