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CASH FLOW

  • Emergency Funding

  • Debt Management

  • Life Transitions & Event Planning

  • Planned Large Expenses

  • Mortgage Review

  • Lines of Credit

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INVESTMENT PLANNING

  • Portfolio Review

  • Asset Allocation

  • Liquidity Analysis

  • Withdrawal Strategies

  • Investment Policy Statement

  • Review Investments Outside of Our Firm

  • Dollar Cost Averaging vs Lump Sum Strategies

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RETIREMENT PLANNING

  • Retirement Goal Setting

  • Social Security and Medicare

  • IRA Contributions & Conversions

  • Employer Sponsored Plans

  • Annuity Liquidation Planning

  • RMD's and Withdrawal Strategies

  • Self-Employed Retirement Plans

  • Potential Roth Conversions

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LEGACY PLANNING

  • End of Life Planning

  • Review Beneficiary Designations

  • Long Term Care Planning

  • College Savings Planning

  • Roth IRA's for Children

  • Gifting

  • Special Needs Family Member

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RISK MANAGEMENT

  • Review Current Life Policies

  • Assess Life Insurance Needs

  • Assess Long Term Care Needs

  • Assess Disability Income Needs

  • Review Home, Auto, and Personal Lines Insurance

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ESTATE PLANNING & CHARITABLE GIVING

  • Power of Attorney

  • Health Care Directives & HIPPA Forms

  • Trusts

  • Guardians for Minor Children

  • Titling Assets Individual/Joint

  • Charitable Giving

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INCOME TAX PLANNING

  • Annual Income Tax Review

  • Review Realized Gains

  • Tax Loss Harvesting

  • Deductions and Credits

  • Health Savings Flexible Spending Accounts

  • Cost Basis Review

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BUSINESS PLANNING

  • Succession Planning

  • Key Person Insurance

  • Executive Bonus Planning

  • Deferred Compensation Planning

  • Qualified Benefit Planning

  • Employee Benefits Planning

  • Assess Workers Comp Commercial Lines Insurance