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Advanced Planning

Advanced Planning is the proactive discipline of analyzing ones current financial picture compared to where they want to be, then building strategies to fill those gaps. We have identified the following four areas as the most common concerns of our clients. Great time and focus are spent on these four areas, as they involve all financial decisions outside of investing and are often an area where one can exhibit the largest amount of control and impact.

Four Areas of Common Client Concern:

Wealth Enhancement
Wealth Enhancement is about minimizing the impact of taxes, managing debt liabilities and improving one's cash flow.

Wealth Transfer
Effective Wealth Transfer is all about taking care of heirs; finding and facilitating the most tax-efficient way to pass assets to loved ones with minimal difficulty and cost.

Wealth Protection
Our team works with clients to identify and address risks that could cause their wealth to be suddenly taken from them, including identity thieves, litigants, natural disasters, or health care.

Charitable Giving
Many clients are charitably inclined during life, or after. We establish charitable gifting strategies that provide tax benefits to our clients and ensure a significant positive impact for the charity.

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