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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.

Estate Planning Tips: How to Avoid Common Pitfalls

Estate planning is a crucial aspect of financial management that ensures your assets are distributed according to your wishes after you pass away. However, even the most well-intentioned plans can go awry if not carefully crafted and regularly updated.

Planning for Children with Disabilities Using Evidence-Based Strategies

Caring for a child with a disability requires careful planning, extensive research, and a deep understanding of the available resources and strategies.

What You Should Know About Communication with Your Financial Advisor

As a financial advisor, maintaining clear and effective communication with clients is one of the most critical aspects of my job. Here’s what you should expect regarding communicating with your financial advisors and how setting the right expectations can lead to a more productive partnership.

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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