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A Proven Process
A time-tested process for keeping you
and your family on track.
The EightPoint Planning Process
We help clients create wealth with a proprietary process and our commitment to adding value. We use our time, knowledge and skillsets day-in and day-out to help you create opportunities for wealth. Our EightPoint Planning Process was developed over time to address the eight critical components of financial planning that form the focus of our service to you.
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Manage cash flow to create sustainability.​
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Set and protect your family's life goals so you don't have to compromise later.
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Define your financial goals through collaboration.
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Guidance for your portfolio to fit your goals, your risk tolerance and your timetable.
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Educate and engage so you can adjust as you need.
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Tax conscious strategy, don't just file.
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Secure healthcare and needs planning.
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Estate planning for generational wealth management.
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