Point Loma Advisors
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Financial Planning and Investment Management
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Expanded Household Financial Plan
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This Plan is intended to include consideration and assessment of the types of income, assets and debts described below beyond the Basic Household Financial Plan. The minimum fee is $2000 with the total cost not expected to exceed $6000. The pricing is negotiable and determined upon completion of client questionnaires. The following types of income, assets and debts taken into consideration for this Plan are:
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-income, debts and assets from a business, including rental property
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-investment in intermediate and advanced assets such as margin accounts, derivatives, partnerships, futures, etc.
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-stock options
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-trusts
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-evaluation of special needs for self and dependents such as assisted living, nursing homes, rehabilitation, and extensive medical expenses.