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BUDGET PLANNING 

      Objectives

      Allocation

      Savings Set Aside

RISK MANAGEMENT

    Life

    Health

    Long Term Care

    Disability

RETIREMENT PLANNING

    Timeline

    Pre-Retirement

    Social Security

    Post-Retirementt

INVESTMENT PLANNING 

      Objectives

Timeline

Tolerance

INVESTMENT MANAGEMENT

Growth

Income

Growth & income

RETIREMENT PLANS & ACCOUNTS

    In-Plan investment Advice

    Cash Balance Plans

    Defined Benefit Plans    

    401k, 403b, IRAs, Rollovers

LEGACY PLANNING

    Taxes

    Heirs

    Goodwill