Virtual Services
Our Specialized Services:
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- Public Pensions & Social Security
- Rescue Your Old 401k Plan
- Roadmap to Retirement
- Financial Literacy 101
- GOALL Program
- Life Insurance 101 - Old Insurance versus New Insurance
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Retirement Planning
- Social Security Maximization
- Maximize Pension Benefits
- Other Lifetime Income Options
- Asset Reallocation
- Kai-Zen Plan to Fund Retirement
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College Planning
- Roadmap for College Admission
- Maximize Financial Aid
- FAFSA Preparation Process
- Traditional College Funding Plans
- Alternative to 529 College Plans
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Tax Planning
- Tax-Deferred Options
- Tax-Free Options
- Roth Conversions
- Tax Minimization