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Executives

As an executive, you have two decisions: first, whether to invest the time needed for a successful financial planning process, and as important, selecting the organization that can best advise you. The Assante planning process starts with the executive’s vision.  Our advisors carefully consider lifestyle goals, philanthropic goals, career and retirement goals, and legacy goals in developing a sound financial plan. A multi-disciplinary team of specialists then reviews your current and projected financial situation, explores alternatives for action, and provides specific recommendations covering a wide range of areas including: financial independence and retirement; income tax planning; education funding; budget; investment portfolio; estate planning; risk management; and how best to maximize the value of corporate total rewards opportunities.

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