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21. Tactical Plan
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Focuses on a single strategy
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Compares benefits to status quo
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Is inexpensive
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After we identify your key planning goals, we consider how a simple tactical plan may help you generate hundreds of thousands, or even millions of dollars of tax savings, or other benefits. Tactical plans can also address business succession, income tax, asset allocation, insurance, or other planning topics. Each tactical plan includes a bar chart showing how we can help you generate more retirement income, increase transfers to heirs, enhance charitable giving potential, or achieve other personal or financial goals.
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