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Individuals and Families

Individuals and families have a number of financial issues.

Here are some of the most common ones, which we dissect as part of our financial planning process:

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Cash
flow planning

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Insurance
requirements

(life and disability, homeowners, automobile, umbrella policy)

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Having an
emergency fund

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Paying off debt,
including student
loans

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Funding for
education of children
and grandchildren

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Tax, Estate and
Legacy planning

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Charitable
giving

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Optimizing Social
Security claiming
strategy

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Retirement
planning

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Post-retirement
and wealth transfer
planning

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Pre and post-nuptial
agreements

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Buy-sell agreements
with partners in a
business or profession

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Many of the individuals and families who retain us share one trait

They are anxious about their financial future

We listen.
We work with you to prepare a plan to achieve them.
We monitor the plan and adjust it as your situation changes.
That’s our definition of success.
We learn your goals.
We are high touch.
One client told us: I feel like I outsourced my anxiety to you.

Learn more from our blog!

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Comprehensive
Life Care Plan

Develop a comprehensive life care plan that is built on a solid financial foundation and allows you to look toward the future with confidence.

Comprehensive
Life Care Plan

Develop a comprehensive life care plan that is built on a solid financial foundation and allows you to look toward the future with confidence.

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Comprehensive
Life Care Plan

Develop a comprehensive life care plan that is built on a solid financial foundation and allows you to look toward the future with confidence.

Mastering Financial Stability for Your Dental Practice

Running a successful private dental practice requires meticulous organization and planning, especially concerning finances. Implementing prudent financial strategies can contribute to your success.

Critical Considerations in Preparing for the Transition of Your Dental Practice

You’ve dedicated your life to providing exceptional patient care and built a successful practice that has become an integral part of your community. As you approach the end of your career, it’s time to consider how you will preserve your legacy and ensure your practice continues to thrive.

Able Accounts for the Disability Community

One of the hardest parts of planning for our loved ones with disabilities is getting started. It’s overwhelming. Thinking of who will care for your child when you or your partner cannot is not easy. While we realize no one will care for your child like you do, you need to plan for the day when you no longer can.

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If opportunity doesn’t
knock, build a door.

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Let's start planning together, call 760 854 4003