Financial Planning

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Financial Planning service is offered on a project basis (not an ongoing service). Clients may wish to have a comprehensive financial plan or sections thereof. A comprehensive financial plan will contain analyses of:

Retirement planning.
Education planning
Cash flow & budgeting
Insurance planning
Estate planning
Tax planning
Asset protection.

At your option, this service may involve working with your CPA or attorney. Absent from our financial plans is investment advice. This is because financial plans are stand alone documents that do not have a mechanism for regular (monthly) adapting per changes in economic conditions.