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Life Planning
By coordinating your qualified retirement plan with education for your employees, ongoing support via e-mail or telephone, and individual financial planning consultation available on request, you can address the complex needs of a diverse work force. We can assist your employees in getting on the right track with their estate planning, education funding for children, overall investment planning outside their retirement accounts, and financial issues that arise from divorce. We also have expertise in the particular life planning needs of international workers, and we can provide referrals to qualified estate and immigration attorneys.
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