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Having it A.L.L. Coordinated

Client Centered

The reason we chose to be a multi-disciplined firm is so we can take a holistic view of the potential risks you and/or your family could be subjected to.  Some of these risks you might be well aware of, others you may have never thought of.  By having ongoing discussions, we can coordinate it A.L.L. for you and your family!

When you have overall coordination of the following areas, it can help provide a better understanding of the risks you might encounter. Having this improved understanding could lead to better mitigation of those potential risks.  Discussing and preparing for "what if" scenarios could prove to be priceless during your next financial transition.

<strong>A</strong>sset Management

Asset Management

  1. Am I taking too much risk with my investments?
  2. Will my money last as long as I do?
  3. Should I consider Real estate or other alternative investments?
  4. Should I have all my money with one company?
  5. How do you get paid?
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<strong>L</strong>iving Benefits

Living Benefits

  1. When should I take social security?
  2. Will my money last my lifetime?
  3. Will my loved one receive enough income?
  4. Is it possible to create a personal pension?
  5. How will personal care expenses affect my savings?
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<strong>L</strong>egacy Planning

Legacy Planning

  1. How can I make sure there is something left for my loved ones?
  2. What do my beneficiaries stand to lose?
  3. How do I minimize the tax bite for heirs?
  4. How much insurance should I have?
  5. What are the odds I will need personal care?
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