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We oversee all of the important details of your personal finance, identifying opportunities to improve your financial situation as well as recognizing issues and problems before they become acute.
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Plan for your
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Set financial goals
OK, are you ready for a bunch of questions? When will you retire? What does your retirement lifestyle look like? How much income does it take to support that lifestyle? How much is your business worth? When will you sell it? For how much and to whom? Do you want to leave something for your heirs/charity? Etc., etc.
Assess shortfall
Now that you have a pretty good idea about what your retirement might look like and what you want to leave your heirs/charities, it's time to work on the details. We'll crunch the numbers to quantify the gap between where you are now and where you want to go, and how much you need to save to get there.
Strategize and execute
We now know how much you need to save between now and retirement. Now, let's come up with a strategy to save for your goals efficiently in a tax-optimized way. If you're nearing retirement (or already retired), you need a strategy on how best to spend your nest egg to minimize the probability of outliving your money.
Monitor
Your financial plan is now set in motion. Let's monitor it to make sure your plan is on track. Life happens and tax rules change (and who knows what else). Your plan needs tender loving care and updating from time to time to give yourself a most favorable chance to achieve your financial goals.
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