Delegated Planning

Delegated Planning provides financial planning support services to other registered investment advisors, broker-dealers, and other advisors. Delegated Planning does not provide advice directly to individual investors. Services include developing and updating financial plans, cash flow analysis, balance sheet analysis, retirement analysis, survivorship needs analysis, disability needs analysis, long-term care needs analysis, and education funding analysis. Delegated Planning does not offer analysis of specific securities, or general allocation recommendations. Delegated Planning does not provide any tax, legal or insurance advice.