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Financial Planning

Net worth statements, cash flow and debt analysis, insurance evaluation, tax minimization strategies, investment review, asset allocation plans, estate planning strategies

Cash Management

Checking
Automatic Deposit
Systematic Withdrawal

Investment Vehicles

Stocks, bonds, mutual funds, exchange-traded funds (ETFs), CDs, fixed annuities, variable annuities
Alternative Investments (limited to qualified investors): Managed futures, real estate investment trusts (REITs)

Qualified Investments

Retirement Plans: IRA, Roth, SEP, SIMPLE, 403(b), 401(k), Profit Sharing, Money Purchase, and Defined Benefit Plans

Non-Qualified Investments

Trust, Individual, Joint, Transfer on Death (TOD), and Joint TOD

Insurance

Life
Long-Term Care
Disability

Business Investments

Corporation, Sole Proprietor, Partnership, Non Profit 501(c), and Limited Liability Plans

Education Investments

529 Plans, Coverdell Savings Account, and Uniform Transfers to Minors Act (UTMA)