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modular financial planning 

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What You Get 

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  Advice on 1 chosen module:

  • Investments

  • Insurance

  • Estate Planning

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Investment 

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  • Review of existing portfolio 

  • Portfolio recommendation

  • Active performance management 

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OR

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Insurance 

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  • Existing insurance review & summary 

  • Gap analysis

  • Multi-vendor product comparisons & recommendations 

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OR

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Estate Management 

  • ​Wealth transfer need analysis 

  • Estate planning execution

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