Financial Advisory Services
How does our relationship evolve over time?
As your life changes so do the circumstances that surround you. The following are samples of topics we’ll cover on an ongoing basis.NET WORTH/CASHFLOW
- Goal Tracking & Net Worth Review
- Planning Strategies For The Year
- Financial Statement Evaluation
- Develop Baseline
- Cash Reserve Tier Structure
- Credit Management
RISK MANAGEMENT
- Wealth & Disability (Long & Short Term )
- Long-Term Care Review
- Determine Life Protection Needs
- Evaluate Contractual Obligations
- Consider Tax Rules
- Evaluate Policy Types
ACCUMULATION GOALS
- Managing Wealth
- Education
- Real Estate
- Portfolio Diversification
TAX
- Pre-Year & Year-End Tax Planning Strategy
- Tax Review of Investment Portfolio
- Benefits Review
RETIREMENT PLANNING
- Determine Retirement Income Needs
- Retirement Distribution Strategies
- Self-Employed Retirement Plans
- Employer-Sponsored Plan Review
- Develop a Retirement Savings Strategy
- Plan For Retirement Transition
- Tax Control Of Retirement Assets
- Income Strategies
ESTATE
- Estate Planning Fundamentals
- Gifting Strategies
- Minimize Estate Depletion
- Estate Taxes
- Trust Planning
- Methods of Property Transfer