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5. Integrate Advanced and Proprietary Tools
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Apply creative and cutting-edge ideas not widely available
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Summarize all planning instruments on a single flow chart with clear details about how each instrument should be funded
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Illustrate all ideas with one color flow chart and integrated cash flows statement
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We have a propreitary process tracking the basis, ownership, yield, tax benefits, and cash flow of each asset as we fund planning instruments and combine the instruments into a comprehensive flow chart supported with a year-by-year balance sheet and cash flow statement!
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