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Insurance
Insurance is essential to any comprehensive financial plan. If tragic events like death, disability or critical illness strike, insurance can help protect you and your family from undue hardship.
Asset Allocation
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
* Asset allocation does not ensure a profit or protect against a loss.
Saving For College
As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on. For people starting a college savings plan today, questions arise as to the best way to save.
