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Estate planning

Protect your assets and family

The building block of a solid financial plan is an extensive knowledge of its tax implications. With this in mind, a comprehensive plan is created to ensure that your financial goals are achieved during your lifetime and obligations are satisfied in the event of death or disability with consideration of both your current and perspective financial health in the future.

Plans include:
*Power of Attorney/ Medical Directive
*Living Trust /Last Will and Testament 
*Life/health and disability insurance

*Retirement planning

*Investment options

*Tax implications of decisions/choices


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