Point Loma Advisors

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.