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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.

Building a Comprehensive Special Needs Life Care Plan

When you have a loved one with special needs, ensuring their well-being and quality of life is a top priority. A comprehensive special needs life care plan is crucial in providing long-term care and support for individuals with disabilities.

The Unique Financial Needs of Dental Practice Owners

Owning a dental practice isn’t just a profession; it's also a business. While the primary focus for dentists is providing excellent dental care to their patients, dental practice owners must also navigate the complex world of finances to ensure the sustainability and success of their practices.

Retirement Planning for Dental Practice Owners: The Importance of Starting Early

Managing these expenses while maintaining profitability can be challenging.Irregular Income: Dental practice income depends on patient flow, insurance reimbursements, and seasonal fluctuations.

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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