Our Mission is the financial prosperity of our clients and integrity within their financial plans that lead to that lead to the outcomes and experiences they desire.
Comprehensive Financial Planning, Divorce Financial Planning, Retirement & Estate Planning, Fee-Based Asset Management. Investment Advisory Services offered. Multi-Financial Securities Corporation. Independent! Offering objective advice to help you achieve your vision for your future.. Retirement Planning Education Planning Insurance Planning Estate Planning Debt & cash flow managment Income tax review & analysis Estate Planning Strategies Wealth preservation and transfer strategies "Stretch" IRA Planning strategies Insurance coordination & trust consultation Philanthropic advisory services Tax planning and reduction strategies Access to professional trust Fee-based asset allocation strategies Access to top global money managers Access to "turnkey" investment platforms Self-directed retirement plans Tax-efficient & non-taxable strategies Stock Option Planning FinaMetricaPro Risk Assessment Cash management solutions Stock option planning and liquidation Restricted stock analysis Diversification of large,low-basis single investment positions Net Unrealized Appreciation (NUA) analysis Real estate investments Life insurance: Term,Universal Life,and Variable Life Disability insurance Long-term care insurance Access to Commercial and Personal Property & Casualty programs
From family friendly trips with kid friendly activities to local plumbers lawyers, spas, and contractors. Judy’s Book has millions of listings and reviews for the best and not so great. Whether you’re looking for a specific business or just trying to discover great places we make it easy. We’re a family oriented site focusing on bringing trusted reviews and recommendations to moms and others. Green and Sustainable places are becoming more relevant to Judy’s Book users, have a favorite place? Write a review and tell users why it’s Green!