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Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals. -
Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. -
Business planning focuses on issues specific to business owners and shareholders. For business owners, the business is their most significant asset. -
Retirement planning involves evaluating your current financial standing and creating an accumulation strategy helping to ensure a desired retirement lifestyle. -
Risk management is intended to manage financial and other losses potentially associated with risks to your assets, business, or health. -
Estate planning creates a master plan for the management of your property during life and the distribution of that property at death.
