Partner with an expert
Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its objectives:
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Accumulation: Targeting asset growth
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Risk Management: Protecting your assets
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Taxation: Minimizing your tax burden
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Retirement Planning: Accumulation strategies for your goals
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Estate Planning: Leaving assets to your family
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Income During Retirement- Investment, distribution, tax and inflation strategies
Create a comprehensive plan
By exploring each objective in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we'll assemble a plan for your financial future.
Implementing and monitoring your plan
Most people choose to implement their plans with me, since I am aware of their situation.
Investment services through our broker/dealer:
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Money management
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401(k) and pension rollovers - NUA (Net Unrealized Appreciation)
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Stocks
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Bonds
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Mutual funds
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Insurance (life, disability, home care, nursing home care)
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CDs
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College funding
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Annuities
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Goal-based income and wealth management