Academic Research And Planning
Academic Research
Our courses are based on the most recent academic research from institutions such as:
As well as other research and reports that may be found in our continuing education library downloads.
All Effective Custom Build Plans Consider How One Planning Decision Effects The Next Planning Decision In Order To Benefit You The Most.
Risk Investment Plan. The Foundation of your plan begins with an unbiased Risk Analysis of your current investment plan. This can then be compared to your personal risk tolerance analysis.
Income for Life Planning. Income for life depends not only on current rates of return but also on future reliability of income to make sure your income lasts for your lifetime.
Estate Legacy Planning. Estate legacy planning makes sure your wishes are fulfilled without needless mistakes, costs, delays, and unnecessary taxes.
Heath Long Term Care Planning. Health and Long-Term Care Planning protect you and your family’s future from being robbed of the costs of long-term care illness.
Tax Minimization Planning. Minimizing tax planning includes maximizing social security income with your 401k and IRA income strategies to disinherit the IRS with comprehensive planning that protects and provides for you and your family.
“The whole is greater than the sum of its parts” – Aristotle
