• To increase the amount of money you will have over your lifetime
  
• To reduce your income taxes
  
• To give you better access to your money
  
• To lower your financial costs
  
• To provide total needs-based and value-based insurance protection
  
• To lower your financial risk
  
• To give you a better understanding of how your money is working for you
  
• To provide organization of your financial documents
  
• To provide a verifiable financial process

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