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Our
primary role is to act as a financial advisor to you in developing a
financial plan that encompasses your goals and constraints, the
economic environment, current tax laws, and realistic investment
expectations. We expect to know your finances and advise you on
everything from managing a household budget to the most complex
business, tax and investment strategies. The
first step is a preliminary meeting to discuss your goals, needs and
explain our services. This initial consultation is provided free of
charge. At the end of the first meeting, we will advise you as to
whether we can provide a service to you or not. The
second step is to provide a proposal under which we can sign a contract
and perform a service. This can range from a retirement plan only to a
full comprehensive financial plan. Some of our clients prefer to have
one segment of the planning completed before they commit to the full
plan. The
fourth step is to present and review written recommendations on what
needs to be accomplished and how to do it. In some cases, you can
perform the tasks yourself and in others your attorney, your CPA, or
some other advisor will be required. The
fifth step is implementation and follow-up. We will work with you and
your advisors to implement your plan and help you track your progress
toward long-term financial goals. We continue to assist our clients
over time by providing updates to changing goals, needs and economic
conditions. Financial planning is an on-going process and we hope to
work with you in meeting your goals over the long term.
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