City, State, Zip
• Building and Implementing Plans with Purpose •
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Does my current plan meet all of my objectives?
Do I have a coordinated investment plan designed to meet my cash flow needs, lifetime goals and philanthropic objectives?
Do I have an advisor on my team who is responsible for implementations of my plan and coordination with the entire advisory team?
Do I have peace of mind? Is everything organized and in one place?
Do I regularly review a single report integrating my entire investment portfolio?
Do I have an advisor sitting in the center who knows everything I am trying to accomplish?
Is someone helping me proactively minimize income taxes?
How do I keep important assets in the family without causing conflict?
Are all of my assets working for me? Do I know where everything is?
How do I transition assets to my children while maintaining control over those assets?
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