Independent Planning Case Study

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Providing an independent assessment of overall finances in a comprehensive way. 

Many of us would like advice on how we are doing and what we should be doing differently across all of our financial life. One way we serve investors is to give advice for a fee with no strings attached. After getting to know an investor’s goals and resources, we analyze their situation as if we were in their shoes and create a plan of action. We present our advice to investors in a simple, organized fashion, and they can implement those ideas, adjusting aspects of their finances and ideally improving their overall wealth picture.

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