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In recent years, there has been an increasing desire by many
individuals to analyze their current personal financial condition
and plan for the future. Our aim is that our clients understand
that planning and forecasting will help build a secure financial
base to meet their personal financial goals and objectives.
Services We Provide
● Analyzing
the present financial situation by collecting and assessing all
relevant data - wills,
insurance policies, employment contracts, etc.
● Preparing
a personal Statement of Financial Condition
● Helping
to establish and meet goals and objectives relating to:
• investment
strategy
• retirement
● Suggesting
alternatives consistent with individual goals and objectives
● Monitoring
the individual's financial situation periodically
● Analyzing
performance of various investments advisors with the use of
performance software
as well as maintaining portfolio details
● Business
succession planning
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