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COMPREHENSIVE FINANCIAL PLAN

$500

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Customized financial plan provided by Palisade Capital's Head of Financial Planning. Beginning with defining your goals and objectives, the plan includes:

  • One-on-one budget development
  • Insurance policy review
  • Tax return review
  • Estate document review
  • Retirement/cash flow planning
  • Education planning
  • Charitable giving strategy discussion

You will be provided with a financial planning checklist and financial analysis at the time the plan is delivered to you.

Donated By Palisade Capital Managment