Personal Financial Planning

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Life has many different stages but being unprepared for those stages can cause stress and turmoil. You may have idea of how to handle these issues, but don’t have a plan in place to implement when these stages take place. You will never know if you have saved and allocated enough money for retirement, a child’s college tuition, or other life stages until you are in those stages. We at Metcalf & Company LLC, will take the time to analyze your situation and develop a customized financial plan to help you reach your financial goals.

Personal Financial Planning services include:

• Tax planning

• Retirement planning

• Estate and Trust planning

• College fund planning

• Risk management

• Asset protection

• Investment strategies

• Personal financial plans

• Divorce issues







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