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Tax
Planning:
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.......•
Maximizing
use of tax deductions
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.......•
Deferral
of taxes
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.......•
Income
shifting between family members
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|
.......•
Tax
reduction through appropriate investments
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| |
| Investment
Planning and Advisory Services: |
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|
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.......•
Investment policy development
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.......•
Matching investment vehicles with goals and needs
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.......•
Evaluating specific investments
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.......•
Consideration of tax consequences
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.......•
Analysis of Risk-return Trade Off
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.......•
Asset management models
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.......•
Mutual fund / Investment manager selection
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.......•
Performance monitoring
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| |
|
Retirement Income Planning: |
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|
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.......•
Retiring with a comfortable standard of living
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|
.......•
Identifying needs in future dollars
|
|
.......•
Portfolio analysis and redesigning
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|
.......•
Annual budgeting for savings and investments
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|
| Risk
Management: |
| |
|
.......•
Maintaining income in the event of disability or death
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.......•
Identification of current and future risk exposure
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.......•
Evaluating cost effectiveness of current coverage
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| |
| Estate
Planning: |
| |
|
.......•
Minimizing probate expenses and exposure
|
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.......•
Reduction or elimination of estate taxes
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.......•
Assuring proper management of family assets
|
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.......•
Evaluating proper manner of holding title to property
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.......•
Establishing charitable and planned giving programs
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.......•
Charitable Trust Administration Services
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| |
