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financial plan tailored to you

Financial Plan Module Samples



  1. Retirement Planning -  
    This module will provide a comprehensive VISUAL analysis of your retirement.  How much income you can expect each year, when to elect social security, buying a vacation home to snowbird in the winter the options are endless to manipulate your plan in real time.  This module will create clear expectations for all the aspects of your individual retirement plan.
  1. Investment Allocation - What specifically are you invested in?  What specifically can or should you expect from your investments performance?  How much are you paying for those investments?  These are three crucial questions most people cannot answer.  This module will clearly answer those three questions and provide insight on whether your current investments will help you achieve your goals. 

  1. Tax Efficiency Analysis - Are your investments being invested in the most tax efficient manner? Taxes can be one of the biggest erosion factors to your investments in retirement.  In this module we will analyze your current investment structure and provide ways you can maximize tax efficiencies now and in retirement.

  1. Estate Planning - Whether you have a Will, Trust or have not yet put planning in place to protect your current and future assets this module will help examine your current plan and strategies that disinherit the IRS and put you in control of your assets and who receives them when you are gone.  

  2. Asset Protection - Make no mistake – bad things happen to good people all the time. You don’t have to be irresponsible or negligent to get sued. To protect what you have, it’s vital to take some defensive measures, to make it more difficult for creditors to seize your assets in the event you lose a lawsuit, have a judgment entered against you, or are forced into bankruptcy.  In this planning module we will analyze and discuss specific areas to ensure you and your family are protected.    






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