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Data Gathering

Our planning process begins with a holistic review of your current financial situation. Prior to the initial planning meeting, we ask you to gather information on all existing assets and liabilities including employee benefit programs, retirement plans, investments, all insurance policies, Wills and Trusts, tax returns, and any other relevant information or documents. During the initial data gathering meeting, this information is reviewed in detail, your risk tolerance is determined and financial and other planning objectives are established and prioritized.

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