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Advanced Financial Plan

Discover

  • Discovery and Goal Definition Meeting
  • Data Entry Assistance in Planning Software

Design

  • Executive Summary
  • Cash Flow Statement
  • Net Worth Statement
  • Comprehensive Investment Planning
  • Retirement Planning
  • Time Segmented Retirement Distribution Planning
  • Education Planning
  • Debt Elimination Strategies
  • Comprehensive Life Insurance Audit
  • Comprehensive Long-term Care Analysis
  • Social Security Optimizing

Monitor and Report

  • Quarterly Performance Reports
  • Online Account Access
  • Scheduled Priority Phone Consultations
  • Semi-annual Investment Strategies Review
  • Sesquiennial Net Worth, Retirement and Goals Progress Updates
  • 24 X 7 Email Support

  $200 per month (10% discount available for annual)