Divorce Follow-Up
Discuss and Prioritize Goals
Oversee Asset Transfers
Tax Impact Asset Sales
Set Up Budgeting and Money Management Systems
Project Retirement Needs
Analyze Insurance Needs
Analyze Estate Planning Needs
Estimate Career Training Costs and Time Horizon
Estimate Future Earning Potential
Wealth Preservation
Provide Independent Investment Advisory Services
Reposition and Manage Investments
Monitor Results for Principal Protection and Wealth Preservation
Hourly fees apply and a retainer in advance may be required
Highest standards of confidentiality and client privacy are maintained
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