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Financial Analysis

Sometime it's a good idea to focus on certain critical areas that are in need of immediate attention. By dealing with these pressing issues first, a better financial foundation can be laid to support more comprehensive long-term planning.

  • Budget/debt analysis: getting cash flow under control
  • Risk analysis: identifying and dealing with immediate financial risks
  • Retirement plan analysis: IRA's, 401(k) rollovers, annuities, etc.
  • Retirement cash flow analysis: income stream strategies to support targeted lifestyle
  • Investment portfolio analysis: asset allocation strategies to pursue financial goals

For more information please contact David St. John.

*These services are offered by David St. John through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServciesSM.