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Coordination with Other Investment Accounts

Many clients have investments in other areas such as qualified retirement accounts (Profit Sharing, 401(k) Plans), Individual Retirement Accounts (IRA's), annuities and life insurance. We can also review these plans to make certain that the investment allocation matches your risk profile and can also create asset allocation models for the investments available in those programs that will enable clients to have a sound and well-coordinated overall investment strategy.

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