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Asset Management

Diversified asset allocation

Investment discipline

Risk management

Individualized approach

Continual monitoring

Access to top professional money managers

Financial Planning

Retirement planning, including traditional IRAs, Roth IRAs, education IRAs and rollovers of company retirement plans

Employee stock option analysis

Education planning

Long-term care planning

Estate Planning

Estate preservation services, including succession planning, estate tax minimization and asset protection

Term insurance

Whole life policies

Second-to-die insurance for estate taxes

Gifting strategies

Business Services

Retirement plans

Deferred compensation plans

Executive financial services

Stock plan services وان ایکس بت بت فوروارد