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QUARTERLY REVIEW
Reporting and clearly demonstrating your Net Internal Rate of Return
Our Services
QUARTERLY REVIEW
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.