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Our Services
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- Planning & Strategy
- Financial Planning
- Cash Flow
- Asset Protection Analysis
- Disability Protection
- Debt Management
- Investment Planning
- Educational Funding
- Retirement Planning
- Estate Planning
- Tax Effective retirement strategies
- Ongoing moniterng of financial and retirement plan
- Preparation and updating of Wealth Management Index
- Creditor protection
Our Compensation: Fixed Fee Per Annum
- Portfolio Optimization
- Inintial analysis of portfolio
- Efficient Frontier assessment
- Desighn optima/efficient portfolio
- Risk tolerance assessment
- Formalization of Investment Policy and coordinate investment advisors
- Monitoring, supervision and rebalancing
- Reporting on portfolio performance
Our Compensation: Paid by investment company
- Investment Implementation
- Brokerage services to investment options
- Initial and ongoing evaluation of money manager performance and risk profiles
- Monitoring transactions to ensure accuravy
- Reviewing account statements
Our Compensation: Paid by investment company
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