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Financial Planning Insights
& Next Steps
Below are some of the documents that we referenced in our planning meeting along with a brief discussion. Simply click the hyperlink or image to open up each document
How we suggest our clients to allocate funds – always keeping the buffer in the first bucket to avoid distributing from a depressed portfolio
Financial planning is a holistic process assisting individuals and families in achieving financial goals through six key areas: financial position assessment, protection against unforeseen events, asset growth and management, tax liability minimization, retirement security, and estate planning for asset distribution.
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