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Financial Planning

Our fee-only financial planning services are customized based on each client's needs. We offer conservative, secure, and confidential services, working with you to identify your specific life goals and building a comprehensive financial plan to help you achieve those goals. Depending on your needs, our team can assist with retirement planning and estate planning, college funding, and selecting products such as life insurance, long-term care insurance, casualty insurance, and disability insurance. In addition to helping you plan accumulation of funds, our deep knowledge of taxation rules can help you take advantage of IRAs (Roth, simple, and rollover) and other planning options, as well as help manage fund distribution, balance your income once you've reached retirement, and prepare estate and trust returns. To learn more about financial planning, we recommend this brief video provided by NAPFA.

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