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Broad-Based Planning Services

Broad-based financial planning services will typically cover most, if not all, of the subjects below, depending on your needs.



PPP_IFINA_CLP_Searching_for_Funds_BCash Flow Analysis and Debt Management

Assessment of your income, expenses, assets and debts.  This aids in discussions surrounding personal budgeting to meet your goals.



Investment Consultation

Analysis of investments, and appropriate adjustments to existing investments, based upon your goals, needs,  time horizon, risk tolerance, and investment concerns.  Discussions may involve descriptions and use of different types of investment vehicles including equities, fixed income, mutual funds, and real estate, as well as portfolio management techniques and their applications to help meet your stated goals and objectives.


PPP_IPEOP_CLP_Family_of_4_BRisk Management and Insurance Planning

Analysis of your insurance needs and coverages, taking into account your accumulation goals, assets and liabilities, sources of income, and income needs for your beneficiaries upon your death or disability.



PPP_IPEOP_CLP_Senior_Couple_BRetirement Planning

Focuses on the accumulation of savings and investments required to meet your stated goals during retirement.  This analysis takes into consideration your assets and liabilities, projected social security, pension or other retirement benefits, target retirement age, and desired level of income.



PPP_IFINA_CLP_Tax_Cut_BTax Planning Strategies

Analysis of your tax situation that is based on a general understanding of current tax laws.  The emphasis is to better understand your current and future tax picture and develop strategies that can be used to reduce your overall tax liabilities.



PPP_ITRAN_CLP_Abstract_Road_Concept_BEstate Planning

Focuses on an analysis of methods to achieve long-term transfer of assets to your heirs.  These methods may include gifts, trusts, power of attorneys, and wills.  Goals include ensuring your rightful heirs will receive your assets as well as reduction in your estate settlement costs, including taxation and administrative costs.



PPP_IEDUC_CLP_Diploma_BEducation Planning

Focuses on accumulation of assets to pay for the education needs of yourself or your children and dependents.




PPP_IPEOB_CLP_Modern_Business_Team_BEmployee Benefits

Review of your employee benefits.  These may include health plans, disability coverage, life insurance coverage, stock purchase plans, deferred income considerations, and retirement and pension plans.

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