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What is Investor Coaching?

April 26, 2017coaching investor

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What is Investor Coaching?

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We help our clients throughout their lifespan make wise choices regarding their wealth. We focus on eliminating clients’ dangers and capturing their opportunities. Throughout the Investor Coaching educational classes we focus on life planning topics, such as: choosing your investment philosophy, defeating your money demons, examining your expectations, lowering income taxes, business succession, eliminating estate taxes, lowering investment costs and reducing risk, long term care, charitable strategies and retirement income needs. The process analyzes and recommends strategies to assist you in achieving your lifetime goals. Depending on your specific desires and needs, some or all of these areas will be addressed orally or in writing.