Products & Services Services You Can Expect From Deborah Anderson, CFP® Comprehensive Financial PlanningAfter a detailed discussion about your goals and objectives, our team of experts evaluate your current financial situation, identifying strengths, weaknesses, opportunities, and areas of concern. We then design a plan that reflects your objectives, and helps you pursue your desired lifestyle. We provide regular reviews and modifications, ensuring that your financial plan is dynamic and ever evolving as your life changes. Statement of Investment PhilosophyAsset Allocation StrategyTax Sensitive/Tax Reduction StrategiesWorking to Reduce Both Income and Estate Taxes.Advisement of Newest Tax Laws and Opportunitiesi.e., Roth IRA’s for ChildrenHelp with Estate Planning DesignPassing Maximum Possible Assets to Children and CharitiesAnalysis of Low Cost Life InsuranceAbility to Integrate All Aspects of Your Financial PlanInvestingTax ReductionEstate PlanningRetirement Transition (Correct Payout/Beneficiary Options on IRA’s)InsuranceInteraction with Attorneys and Tax Planners - Team ApproachResulting in Checks and BalancesBetter ServiceDedication to Listening and Helping Form Your Financial GoalsEmphasis on Risk Adjusted ReturnContinual Research to Bring You Good InvestmentsMonitor Asset Allocation Exposure to Control Risk and Provide DiversificationGenuine Concern About You and Your FamilyAn Advisory, Not Sales RelationshipStaff Effort to do Majority of Paperwork and Record Keeping for You Let Us Help You Master Your Money Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed recommendations.