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<strong>WHAT IS A FINANCIAL ADVISOR?</strong>

WHAT IS A FINANCIAL ADVISOR?

Financial advisors hold a relationship of trust with their clients. They provide advice on a specific are of need or several areas of need. Whether it is planning on buying a home, understanding investments, dealing with debt, understanding how your employer benefits at work, or more, your advisor can help you plan and give you the confidence to step forward to reach your specific financial goals.

CORE SERVICES PROVIDED

- Goals Based Planning                                          - Net Worth Analysis

- Cash flow and Liquidity Analysis                          - Investment Analysis

- Debt Analysis                                                        - Protection and Risk Analysis

- Retirement Planning                                             - Social Security Analysis

- Legal Document Discussion                                 - Education Planning and Funding                        

- Progress Review                                                  - Tax Planning Strategies                                        

- Workplace Benefit Review                                   -  Healthcare Assessment                                         

- Wealth and Asset Management

 

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