Full Service Review
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Complete review of current retirement
planning as it exists for the client.
This is an extensive review and
involves all aspects of clients plan.
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Investment Review
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This involves an analysis of all
investment vehicles that comprise the
clients current portfolio with a view
to assure performance compliance.
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Legacy Review
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A comprehensive examination of the
clients plan to deploy a legacy with
a view to the impact of current and
anticipated tax implications.
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Medicaid and Long Term Care Review
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A complete planning process to
address concerns of aging and health
as they pertain to wealth
preservation.
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