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Comprehensive Planning & Management

Comprehensive Planning & Management

Often, getting older comes with career advancement, higher income, increased assets and family needs. Lives become more complex. In addition to the services provided in Roadmap to Success, Comprehensive Planning and Management provides services that are designed to address your more complex needs.

Your Financial Journey May Include:

Life With Older Children

Life With Older Children

o Changing Careers

o Paying off mortgage

o Interested in making a large purchase (vacation home, new car)

o College Spending

o Wedding Spending

o Want to have enough money to do the things you enjoy

Your Time

Your Time

o Managing income for bills with enough money left over to do the things you enjoy

o Spoiling the grandchildren

o Giving back

o Relaxing

o Learning a new skill

Services Will Include:

• In Depth Needs Assessment
• Goal Planning

• Comprehensive Financial Plan
• Quarterly Performance Reporting
• Investment Portfolio Management
• Referrals to other professionals as needed.

• Risk Assessment
• Estate Planning Assessment
• Active Retirement Plan Allocation
• Ongoing Access to Advisor
• Client Portal with Account Aggregation

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