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Financial and Retirement Planning:
We evaluate and assess clients' current financial situation and prepare a written financial plan based on their financial goals and risk tolerance. In addition, we can assist clients in implementing and monitoring their financial plans.
Asset Management:
Based on a client's financial goals, objectives and capacity for risk, we construct and manage a globally diversified portfolio that includes the following services:
- Investment Selection
- Transaction execution
- Portfolio rebalancing
- Tax loss harvesting as needed
- Quarterly reporting
- In person client meetings
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