Personal

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Traditional, Roth, Inherited, Rollovers 

Tax deferred college savings plan.

Life insurance is a contract between an insurer and a policyholder in which the insurer guarantees payment of a death benefit to named beneficiaries when the insured dies in exchange for premiums paid by the policyholder.  Term life insurance policies expire after a certain number of years. Permanent life insurance policies remain active until the insured dies, stops paying premiums, or surrenders the policy. 

Long-term care insurance policies reimburse policyholders a daily amount (up to a pre-selected limit) for services to assist them with activities of daily living.  You can select a range of care options and benefits that allow you to get the services you need.

A fixed annuity is a type of insurance contract that promises to pay the buyer a specific, guaranteed interest rate on their contributions to the account.

A variable annuity is a type of annuity contract, the value of which can vary based on the performance of an underlying portfolio of mutual funds. 

Documentation containing a person's current money situation and long-term monetary goals, as well as strategies to achieve those goals.  

An alignment process for financial advisors to quantitatively measure investor risk tolerance, risk capacity, and portfolio risk.