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The Plan

We summarize all of your numbers with simple graphics, text, and tables. You can easily update the plan in response to changing goals, tax laws or assets. We provide both detailed and concise cash flow summaries.

No plan provides reliable projections unless you look at the cash flow and balance sheet numbers every year through life expectancy. We have generated compelling results on hundreds of implemented plans.

U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.