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Individualized plan design is developed with a clients particular goals in mind. We are typically working with high-net worth individuals who hold much of their value in stock options. The first step is setting up the specifics of when retirement is possible and a variety of models are developed. Tax issues are carefully examined. The use of legal devices such as trusts, offshore accounts and other methods are scrutinized. As the plan develops, the next issue is asset allocation to produce the level of risk/return and cash flow the plan dictates. This is developed with other investment advisors you may be working with. We strongly believe in the team approach and utilize specialists in many areas. Implementation of your plan is carried out with monthly review. As is true of most plans, the real benefit is the process of goal setting, strategy development, establishment of tracking methods, implementation, review and refinement. |
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Copyright © 1998 Auerbach & Gussin
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