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The Reinvented

Client Centered

The Reinvented have had fruitful careers and are ready to move onto the next chapter in their lives. They're ready to take on challenges once they retire and are primarily concerned with protecting their family and their legacy. They wants to focus on goal and retirement planning, as well as discuss how best to invest their sizable nest egg. Stock options, ESOPs, and tax-efficient distribution planning are on the Reinvented’s minds as they look forward to what’s ahead.

Concerns & Goals:

  • Goal and Retirement Planning
  • Investing Your Nest Egg
  • Succession Planning
  • Estate and Legacy Planning
  • Social Security
  • Cash Flow Management
  • Tax Efficient Distribution Planning
  • Stock Options, ESOP
  • Elder Care
  • Medicare
  • Risk Management
  • Education Savings for Children and Grandchildren
  • Modeling Spending Management

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