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Determine your major financial goals, resources and savings/withdrawal plan

Review your current investment accounts

Determine which accounts are associated with which financial goals

Determine the advantages and limitations of each account type

Recommend other investment accounts as needed

Determine your Investment Guidelines including your investment horizon, risk tolerance and target returns for each of your financial goals

Determine Asset Allocation Targets for each of your financial goals

Review your investment holdings

Recommend other investment holdings and/or transactions as needed

Investment Review report and recommendations

Implementation of any recommendations that you approve

Periodic Investment Reviews as requested

 
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