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GENERAL PLANNING
- Real estate ownership
- Education planning
- Retirement planning
- Risk of death/disability
- Estate planning
WEALTH ACCUMULATION PLANNING
- Asset management
- Asset allocation and asset location strategies
- Lending solutions tied to investment accounts
- Tax-efficient strategies*
- Qualified account planning (401k, IRA, 529, etc.)
- Company stock option optimization
RISK MANAGEMENT PLANNING
- Emergency savings strategies
- Life insurance planning
- Disability income insurance planning
- Long term care insurance planning
- Employee benefits planning
- Review of estate planning documents
WEALTH DISTRIBUTION PLANNING
- Fixed and discretionary spending solutions
- Social Security and Medicare planning
- Guaranteed income strategies
- Asset allocation and strategic selling of assets
- Tax-efficient planning*
- Trust planning services
- Estate, legacy, and gifting planning strategies