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What Does A Comprehensive Financial Plan Look Like?

Many people don’t truly know what comprehensive financial planning is. They don’t understand that it is a process whereby a Financial Planner helps them to: (1) increase cash flow, (2) minimize taxation, (3) protect their assets (think cars, homes, investments, income, etc.), (4) be proactive and minimize risks, (5) pass assets efficiently and cost effectively …

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What Is Comprehensive Financial Planning?

You may have heard the term “comprehensive financial planning” being thrown around, but what exactly does it mean?  Comprehensive Financial Planning, also referred to as Holistic Planning in some cases, can have many different meanings depending on who you talk to.  Let me explain to you how my firm defines it.

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