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16. Financial Checkup
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Includes a current plan status and "report card"
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Includes a summary of income tax, insurance, investment, estate tax, retirement, and/or business succession issues |
Does your current plan fulfill the objectives in your goal statement or Family Wealth Statement? We help you answer this question by reviewing your current plan. We develop a report card that summarizes success in realizing investment, business succession, insurance, estate tax, income tax, and/or insurance goals. We
quantify surplus assets, which may be available for gifts to family members or favorite
charities.
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