Discover Financial Planning
investment management and fee-based, comprehensive, personal financial planning. Help clients identify and clarify their short and long term financial goals, then create a written financial plan to meet these goals. These goals involve retirement funding, risk management, investment management, minimizing taxes, funding the college education of children, and estate planning. Develop a comprehensive financial plan that identifies problem areas, makes recommendations for improvement, and select appropriate investments compatible with the client’s goals, needs, and attitude toward risk.
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