What You Get 

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• Holistic financial roadmap

• Annual action plan

• 1 year engagement 

• Ongoing advisory services 

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Investment 

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• Review of existing portfolio 

• Portfolio recommendation

• Active performance management 

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Insurance 

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• Existing insurance review & summary 

• Gap analysis

• Multi-vendor product comparisons & recommendations 

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Estate Management 

• ​Wealth transfer need analysis 

• Estate planning execution

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Debt Management 

• Debt restructuring 

• Cash flow management 

• Fee for service