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QUARTERLY REVIEW

Reporting and clearly demonstrating your Net Internal Rate of Return

MANAGE

Actively manage personal assets and retirement plance (401k, IRA, 403b, college 529, investments & other retirement plans)

PLANNING

Retirement cash flow and taxes

MONITOR

Monitoring IRS Required Minimum Distributions (RMD)

MANAGE

Managing account allocations

ESTATE

Strategies to avoid the cost and time of probate system. Pass your estate to who you want, when you want, how you want and at the lowest possible cost.

INDEPENDINT ADVISORS

Truly independent and unbiased advise with efficient investment account services.

INFORMATION

Disclosing all fees and possible conflicts of interest before action is taken


Overview

FINANCIAL PLANNING IS A PROCESS of understanding the Stages and Transitions in LIFE, to crystallize short and long-term goals and to identify the RISKS that will derail an otherwise good FINANCIAL PLAN


Investment Advisory

  • PoPortfolio evaluation and risk assessment
  • Recommendations in your best interest
  • Establish TD Ameritrade Institutional accounts
  • Establish education planning accounts (Tax Credit)

Financial Planning

  • Financial organization
  • Estate planning and settlement assistance
  • Retirement income planning
  • Tax planning & preparation
  • Risk management
  • Quarterly review and reporting
  • Active Investment management
  • Retirement account allocation monitoring
  • Retirement income cash flow

GET A FREE CONSULTATION

We would be honored to help you plan for your future.

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