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Financial & Estate Planning are aspects of Wealth Planning that create synergy with Portfolio Management. Often there are inter-related strategies to structure one's financial affairs to reduce tax, to properly fund for retirement years, and to help ensure one's estate will be settled as desired. It is important to have all financial areas coordinated in order to plan successfully. KOWIM can produce a comprehensive investment and retirement plan to lay out available options and to determine the preferred course of action. For specialized situations we maintain relationships with professionals from other disciplines who exemplify the excellence and integrity for which KOWIM itself strives.