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Business Description |
At every stage of life. We should see the whole picture!
It's important to dream. It's even more important to PLAN!
Financial planning is for caring people, for living life on purpose, for knowing where we are going..
It's by design, with the end-in-mind.
I am a financial planner, with an extensive "deliverable team". We all work diligently, so clients can reach their goals.
1- We dissect cash-flow and net-worth... to bridge the gap, to reach every goal, & to have a life in-between.
2- We work on Value-Based Financial Planning to keep "What's important to you" in prospective. We focus on positive emotions, no-fear, no-greed, no-guilt.
3- We analyze and/or create your investment program, to include market securities, real estate, & business interest; for the reasons that are important to YOU.
4- We formulate an insurance program, to protect against all inherited risks in life.
5- We establish emergency-cash reserve, & debt management programs.
6- We create a strategy to capitalize on tax-advantages.
7- We guide & review your legal & estate documents, POA, guardianship, medical directives, wills, & trusts... etc.
8- We help business owners with their business valuation & succession planning. |
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| Prepared By: |
Rod Skaf |
| Most Recent Update: |
07/31/2008 |
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