Raymond James Financial Services, 151 N 8th St, Lincoln, NE 68508, US

SpecialtiesCash flow planning Whether you want to ensure that you will have a comfortable retirement and still be able to leave something for your children, or you already have a substantial nest egg and you want to maximize its potential, keeping a conscientious eye on your cash flow strategy can help safeguard your assets for whatever life, the markets or new tax legislation sends your way. Lives change. So do tax laws. And the markets. Once you get your cash flow planning in place, it's a good idea to review it often to be sure that none of the individual parts need to be adjusted. In the early stages of a wealth-building plan, we can assist in identifying key areas of cash flow, including debt management, savings targets and tax withholding. Early and ongoing professional advice keeps the individual pieces of your portfolio, such as mortgage debt and consumer credit, from shifting too far off the grid. Whatever twists and turns your life takes - whether they are unexpected tax bills, the opportunity to buy a vacation home, or something unique to your personal situation-- we have the ability to think several moves ahead. As time goes by, we can help you evolve your cash flow plan to ensure that your monies continue to meet your goals and needs. We also counsel you in making tax-efficient decisions to keep generating additional cash through investments. This will help you play out your long-term strategy, while keeping the cash flow side of your wealth in check.

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