Our Services
The financial planning process will ensure that you clarify your true values, priorities, financial goals, and aspirations that will guide you in defining and designing your unique version of your ideal life. The following SFP services are included in your financial plan so that you will have an increasing sense of financial well-being and life satisfaction.
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Financial Life Planning: Your customized financial plan that will guide you in defining and designing your unique version of your “Ideal Life"
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Investment Management: Our investment philosophy relies on disciplined investment techniques based on sound academic research
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Retirement Planning: Preparing for a new life transition after work
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Risk Management: Being prepared for life’s unexpected events
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Cash Flow Management: Developing a budget that will integrate well with your financial plan
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Tax Planning: Looking at the most tax efficient ways to manage your financial life
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Education Planning: Ensuring that your children or grandchildren will be able to meet their college funding goals
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Estate Planning: Helping you to efficiently transfer your lifetime assets to your heirs and/or charities
