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Services
Retirement PlanningCollege FundingFunding
Annuity Selection
Financial Needs Analysis
Estate Planning
U.S. taxes can consume up to 67% of a family's estate. Proper planning will provide for minimal estate reduction due to inheritance tax..often to a level of 10% or less.
Benefits to your estate can be accomplished by Charitable Remainder Trusts, Living Trusts, Life Insurance, or Annuities.
Retirement Planning
You can never start the plan for your retirement too early...or too late.
No matter your age, or planned retirement age, there are options which will allow you considerable fund accumulation while both living overseas and after your return to the U.S.
Seldom are retirement plans offered by your company sufficient for allowing you and your spouse a comfortable and carefree retirement.
Various tax-deferred annuities can provide surprisingly high returns on investment.
College Funding
Today's 10th grader will need over $140,000 to acquire a Bachelor's degree at the average U.S. university. Costs for selected private universities and colleges can amount to well over $250,000 for an MBA.
College costs are no longer simple "out of pocket" expenditures.
Making the right choices now make a major difference in your child's opportunity for a high quality education.