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Capital Needs Planning

The topic, Capital Needs Planning, is concerned with accumulating and managing assets for specific purposes. The most common uses of capital are:

Education Planning

Mortgage Financing

Retirement Planning

FCVA provides a service to our clients that allows the client and advisor to partner via the Internet to create various Capital Needs Planning scenarios including advanced Monte Carlo simulations. To access that web site, click here.

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Financial Counselors of VA is an independent Registered Investment Advisor based in Portsmouth, VA, providing
fee-only financial planning services and investment management advice to individuals and families since 1985.

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