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Our Comprehensive Approach

  • Our ApproachInvestment Management

    • Develop a portfolio that is consistent with stated objectives and time horizon
    • Review allocation and strategy
    • Rebalance portfolio appropriately

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  • Our ApproachTax Planning/Review

    • Review Tax Returns
    • Review Estimated Payments
    • Tax Projections

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  • Our ApproachRetirement Planning

    • 401(k) Review
    • Plan Rollovers
    • Retirement Income Analysis

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  • Our ApproachEstate Planning

    • Wills, Trusts
    • Asset Titling
    • Gifting Strategies

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  • Our ApproachInsurance Planning

    • Review overall insurance needs
    • Review current policies & Beneficiary designations
    • Coordinate implementation with insurance professional

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  • Our ApproachEducation Funding

    • Educational Savings Plans
    • 529 Plans
    • Educational Funding Schedules

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