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Investment Planning
Oversight of investment assets managed directly or through affiliated professional money managers.
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Retirement Planning
Funding & liquidation strategies to maintain the quality of life for an individual or family into and through retirement.
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Small Business Cashflow
Business expense tracking for income, savings, investment, & tax reduction purposes. Life Loyal Advisors does not provide tax advice, bookkeeping, or accounting services at this time.
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Small Business Planning
Owner & employee retirement and insurance funding strategies to potentially maximize business value, as well as maintain the quality of life for a business owner into and through retirement.
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Special Needs (Dependent & Elder Care)
Benefits protection strategies for families with special-needs children. Personal independence & financial security strategies for seniors & elderly dependents.
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Tax Efficient Investing
Tax efficient investment strategies and coordination with client CPA.
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Employment Benefits Review
Analysis of current employer benefits and strategies to select based on personal circumstance.
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Debt Analysis
Analysis of debt/loans and strategies to most efficiently manage.
