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Getting ready for retirement can be stressful and clients may know how much money you will need. Whether you are retiring now, in several years from today they will need a plan. Learn how we can collaborate the tax and financial plan together.
There have been many changes to the tax law that affect Estate Planning for individuals and businesses. It is difficult subject to discuss but there can be many unintended consequences. We can help design the plan for today that has the flexibility to deal with tomorrow's uncertainty.
Life insurance is an important part of planning your estate and protecting your legacy. Businesses and individuals needs to know the various types and the purposes of each. Lack of education can lead to missed opportunities.
For many of individuals Social Security Income Benefits is a big question mark. Concerns about when is the best time to start drawing? Spousal benefits if you are widowed or divorced? Business owners can miss the opportunity for more benefits if not shows. Let us help simplify the process and guide your team through education.
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