Financial Planning

  • Preparation of comprehensive financial and retirement plans using intregrated financial planning software.
  • Cash-flow and debt management reviews and consulting.
  • Education funding strategies.
  • Estate planning including review of wills, probate fee minimization strategies, use of trusts.
  • Group seminars and individual sessions for employees on early retirement, severance and financial planning topics.
  • Review of pension plan options.
  • Associated with professionals to review and implement insurance, investment and financial planning strategies.

Note: This practice is not licensed to sell investment products.

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