Processes
We cycle through the following areas and others for you on a regular basis so as to minimize any financial gaps.
- Cash management: savings, emergency cash reserves, goal funding
- Debt elimination
- Goal planning
- Insurance: long term care, life, property and casualty, disability
- Growth and retirement income strategies
- Taxes and tax projections
- Work benefits e.g., 401(k), stock options, etc.
- Estate plan review and updates
- Extended care of family members
- Investment and financial education for the next generation
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