Financial Planning
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Analysis of client’s current financial picture and roadmap to help clients achieve stated objectives
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Coordination and consultation with client’s tax, legal, and other financial professionals
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Integrated evaluation and coordination of the pillars of financial planning:
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Financial statement preparation and analysis including cash flow analysis and budgeting
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Insurance planning and risk management
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Employee benefits planning
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Investment planning
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Income tax planning
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Estate planning
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Comprehensive financial planning provides a clear picture of the client’s financial profile and should evolve as client’s goals and financial status change