Page 3 - 2019 brochure for flip
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Our Network                                          Our Consulting Process



                                                              ~We will identify your asset protection
     At Raymond Dale Asset Production Advisors                   strengths and weaknesses.
     we take a team approach to your asset                    ~An appropriate Asset Allocation will
     management.  We work with your Attorney,                    be devised to meet your specific needs.
     CPA, Financial Planner, and Real Estate                  ~A comprehensive plan of action will be
     Broker.  We all work toward the common                      developed.
     goal of securing your asset safety.  Besides             ~
                                                              ~A compensation quote will be presented.A compensation quote will be presented.
     m
     maximization of Income & Estate taxaximization of Income & Estate tax  ~You are invited to review the plan with
     benefits and business continuation planning.                your other advisors.
     Through various organizational and                       ~A contract is signed.
     educational institutions we have assembled               ~The implementation process begins. You
     a brain trust of successful partners.                       are in control every step of the way.
                                                              ~Ongoing reviews are scheduled to help
                                                                 you stay the course.  you stay the course.

                                                              ~You have complete access to your team
                                                                 at all times.
                                                              ~Any of your advisors are welcome to
                                                                 attend the consultations.
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