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Articulate your short- and long-term goals,
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Optimize your portfolio and other opportunities with advice on what and when to tweak,
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Keep a close eye on your portfolio and Wealth Plan,
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Transition to an income-generating portfolio to ensure a fulfilling retirement,
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Arrange a tax-efficient estate to leave your family the ideal legacy,
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Design a plan to fund tuition and other major purchases or events,
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Remain proactively positioned to navigate the ever-changing markets, taxation rules, regulatory reform and global financial conditions, and
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Manage multigenerational wealth planning considerations