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The world of
finance - stocks, bonds, annuities, insurance, retirement, taxes, etc. - can be
overwhelming. TABS offers expert solutions to personal financial planning
needs, and we can serve as any or all the following depending on client needs:
TABS
offers a full range of personal financial planning services to meet your
needs. From a basic Personal Financial Assessment, to the development
of a comprehensive financial plan, or a complete
ongoing full service package, our services are designed to meet the customized
needs of the individual.
We do not
have any minimum requirements as to net worth or investment assets, and we
believe that financial planning is important to all walks of life at any income
level. It is never too early or too late to develop your financial plan, and a
good plan is updated as life circumstances change. We encourage ongoing
long-term relationships at whatever level you desire as we believe that
will maximize your chances of successfully attaining or exceeding
long-term objectives. Are
you keeping TABS on your financial future?
Click on any item below for more information:
Basic
Planning Process
Details the six steps in a comprehensive financial
planning process.
Personal
Data Organizer
Our convenient means of
gathering pertinent information used in the process. We request prospective
clients to complete prior to free initial consultation
To
open in MS Word, click here.
Sample
Costs for Personal Financial Planning Services
One of our frequently asked
questions is "How much does it cost for a financial planner?"
"Personal Accountant" Program
We can help you manage your
day-to-day financial matters.
Strategic Planning for Businesses
In addition to personal financial
planning, our extensive corporate planning background allows assistance with
strategic planning facilitation.
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