Broker Check

Comprehensive Planning

Planning Focus

  • Debt Management
  • Education Planning
  • Retirement Income Planning & Longevity Risk
  • Tax Planning Strategies
  • Asset Protection
  • Insurance Planning
  • Basic Estate Planning Strategies

Average Cost:  $1,500 - $5,000

Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
Investment Planning

Investment Planning

  • Nitrogen Risk Tolerance and Risk Capacity Assessment
  • Review of Portfolio
  • Asset Allocation
  • Time Horizon
  • Withdrawal Strategies
  • Investment Policy Statement
  • Dollar Cost Averaging
  • Product Research
  • Rebalancing Strategies
Cash Flow and Budget

Cash Flow and Budget

  • Income Sources
  • Expenses and Budgeting
  • Debt Management
  • Financing Strategies
  • Major Capital Purchases
  • Emergency Funding
  • Mortgage Review
  • Lines of Credit
Retirement Planning

Retirement Planning

  • Retirement Vision
  • Retirement Needs Analysis
  • Retirement Funding Solutions
  • Identifying Income in Retirement
  • Employer-Sponsored Plans and IRAs
  • Contribution Limits Planning
  • Rollover Transition Assistance
  • RMD and 72t Calculations, Explanations and Strategies
  • Annuities and Pensions
  • Employer Plans vs. Self-Directed Plans
  • Accumulation and Distribution Strategies
  • Social Security Optimization
  • Medicare Planning
  • Retirement Plan Stress Testing
Risk Management and Insurance

Risk Management and Insurance

  • Risk Exposure Analysis
  • Planning for Unforeseen Risks
  • Review of Existing Policies
  • Education on Types of Insurance
  • Survivorship Income Planning
  • Life Insurance Planning
  • Policy Loans
  • Disability Income Needs
  • Long-Term Care Strategies
  • Health Insurance
  • Property & Casualty Insurance
  • Asset Allocation, Diversification and Securities Research
Estate Planning and Charitable Giving

Estate Planning and Charitable Giving

  • Explanation of Estate Planning Structures/Documents
    • Explanation of Types and Treatment of Trust Income
  • Guidance on Ownership and Titling of Assets
  • Beneficiary Audit and Designation Planning
Assistance to Loved Ones

Assistance to Loved Ones

  • Education Planning
  • Caring for Elderly
  • Special Needs Planning
Income Tax Planning

Income Tax Planning

  • Asset Location
  • Cost Basis Review and Analysis
  • Tax Diversification
  • Tax Law Changes and Projections
  • Optimal Tax Strategies
  • Deductible Retirement Contributions
  • Tax Aware Investing
  • Provisional Income Planning
  • Roth Conversion Strategies
  • Health Savings and Flexible Spending Accounts
  • Tax-free Income Planning
  • Income Taxation of Life Insurance and Annuity Products
Ongoing Financial Planning

Ongoing Financial Planning

  • Account Aggregation Maintenance
  • Updated Investment and Plan Assumptions
  • Annual Financial Plan Updates
  • Life Event Updates
  • Client Progress Reporting
  • Financial Document Storage and Organization
  • Updating Tasks, Client Notes and Next Steps
  • Implementation of Plan Strategy
  • Education of Financial Concepts

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Take Steps Today to Manage Your Estate Tomorrow

In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.

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