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Introduction

Client Organizer

Our financial planner will request a copy of your most recent tax returns, legal documents, investment statements, insurance policies, debt statements, and employee benefit documents. Acquiring your financial documents will ...

Custom Financial Plan

After the Financial Data Review, our financial planner creates the "custom designed" recommendations to meet your "specific needs." The recommendations are designed to capitalize on your strengths and opportunities while ...

Goals Conversation

In order to determine "where you want to be," our financial planner must discover what is most important to you and to your family. By having you paint a mental picture of "where you want to be in the future," our financial planner can help you design a "financial plan" ...