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Why work with a Financial Advisor or Planner

Working with a financial advisor or planner can add real value. It starts with analyzing your information to assess your current situation.

Then preparing a cash flow and net worth statement to identify any  problem areas or opportunities with respect to your:
  • Insurance and Estate planning needs
  • Investment and Retirement planning
  • Government and Employee benefits
  • Special needs (i.e. adult dependent needs, education needs, etc.)
  • And Taxation.

In the end, your financial advisor or planner helps you develop and prepare a plan with projections and recommendations unique to your goals and objectives, values, and risk tolerance.

Most importantly, your financial advisor or planner will work with you to implement your plan and establish an appropriate review cycle to track your progress.






Reviewing your Financial Plan
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