Step One: Pick a winning team



Investment Planner




Insurance Professional


Tax Advisor



Step Two: Fact finding





Investment Plan


Tax Plan




Estate Plan


Retirement Plan



Step Three: Examine the data



Determine if current needs are being met


Determine if future needs have been contemplated



Step Four: Recommendations



Review team suggestions



Step Five: Create a plan



Sign necessary documents


Purchase necessary insurance


Make changes as needed



Step Six: Annual Review



Keep your investment plan fresh









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RE/MAX Bayside Properties - Each Office Is Independently Owned & Operated