Select Topics

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Select Topics

Select the topic(s) that you would like to discuss with a fiduciary financial advisor. This will make the building blocks for your customized package.

General

Cash Flow Analysis (Budgeting)Inheritance / BonusIncome Tax Planning (Income over $120K/yr)IRA Tax Optimization / Backdoor Conversion
Other

Family

Joint / Combining FinancesRent vs. Buy AnalysisNew Baby / Child / College PlanningDivorced / Widowed

Job-Related

401(k) Review / ConsolidationMulti-income (Freelancing) AdviceWorkplace Benefits Review

Debt

Student LoansSmall Business FinanceBuying a Home

Portfolio Review

Investments ReviewEstate Planning ReviewCompany Stock Options and Compensation (Value >$25k)Insurance Review (Life, Disability and Long Term Care Insurance)

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