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Designing, building and protecting a plans requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client's long-term success -- several of whichpresent opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes.

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Accumulation

Saving and investing opportunities should start early to fund future objectives such as education. Once a career begins, a oordinated approach to saving, investing, risk-management, and tax can set foundation for smooth transition into retirement.

Transition

Transitioning from the accumulation phase to generating a sustainable income is critical to long-term client success. The objectives of this phase are to design a strategy that minimizes tax liability over the long term -- not just the current years.

Distribution

Optimizing income from all sources -- including investments --in a tax efficient way can increase the longevity of the plan. Smart rebalancing and distributions can increase philanthropic impact while preparing for legacy objectives.

Legacy

As assets are transferred between spouses and ultimately heirs, the team can coordinate income requirements, tax considerations, and other intensions. The phase's goal is to positively impact the client's wealth on the lives of others -- either heirs or charity.

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