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Family Protection / Wealth Management

Planning for the unexpected

Planning for the unexpected

Focuses on providing a safety net for unexpected events that can cause serious financial loss to your family

  • Financial Emergencies
  • Pay medical bills in the event of illness
  • Income replacement lost due to disability
  • Maintain a standard of living after the death of a spouse or other loved one.
  • Life insurance, Disability Insurance, Long Term Care Insurance

Wealth Management

  • Development of investment strategy designed to create, preserve and grow wealth in volatile and trending market conditions.
  • Provide an investment portfolio "Stress Test" to determine how your portfolio handles market downturns.
  • Ongoing implementation of an active allocation strategy for proper market exposure and trends.
  • Aggregation of all your accounts to simplify and reduce paperwork.
  • Plan best tax strategy (401k, IRA, Roth, NQ, etc....) to accumulate money in retirement plans.

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