Retirement and Financial Planning
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The wealth management environment has changed significantly in recent years. We believe that:
~ Clients today are faced with an overwhelming amount of information and need financial advice.
~ Market conditions have changed dramatically, and formulating strategies to achieve our clients? long-term financial goals is more difficult today then it has ever been.
~ Because of these complexities, we do not look for the "hot product" or the latest one size fits all investment strategy. Rather, we tailor a solution to meet our clients' particular needs, thereby increasing the likelihood that such needs will be realized
In working with our clients, we may suggest one or more of the following:
PLANNING
Retirement Accumulation Planning
Retirement Distribution Planning
Education Planning
Income Tax Planning
Estate Planning
INVESTMENTS
Mutual Funds
Fee-based Accounts
Brokerage Accounts
IRA's - Traditional, Rollover, ROTH
Annuities - Immediate, Fixed, Variable
Alternate Investments - REITS, private debt
529 Plans
INSURANCE
Life Insurance
Long-Term Disability Insurance
Long-Term Care Insurance
Keywords: FINANCIAL ADVISOR, WEA;TH MANAGEMENT,
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