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Services
We offer all of these services on an hourly basis
Financial Planning
Executive Compensation
Estate Planning/Settlement
Financial Implementation
• Financial Goal Setting
• Net Worth Calculations
• Current Cash Inflow/Outflow Analysis
• Budget Development & Implementation
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• Retirement Savings/Accumulation
• Retirement Spending/Decumulation
• Retirement Vehicle Selection
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• Asset Allocation
• Portfolio Construction
• Investment Selection
• Annuities Review
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• Tax Strategies
• Tax Projections/Modeling
• Tax Withholding Analysis
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• Stock Concentration Analysis & Diversification Planning
• Cost Basis Research
• Public Company Stock Option Modeling/Restricted Stock Analysis
• Private Company Stock Option Modeling/Restricted Stock Analysis
• Deferred Compensation Election Planning
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• Beneficiary Review
• Asset/Liability Summary Report
• Bequest Planning
• Implementation Assistance
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• Property & Casualty
• Liability
• Health
• Life
• Disability
• Long-Term Care
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