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Certified Member of the AICPA, and the FICPA.
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Financial Planning Services |
Personal financial planning is the organization of an individual's financial and personal data for the purpose of developing a strategic plan to constructively manage income, assets and liabilities to meet near and long-term goals and objectives.
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Personal financial planning encompasses
- Cash management and budgeting
- Risk management and insurance
- Education planning
- Retirement and financial independence planning
- Estate planning
- Investment planning and asset allocation
- Integrating tax and financial planning
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