Summary of Deliverables
// Comprehensive financial planning*
// Portfolio management and investment advisory
// Insurance advisory and sales
// Strategies to make money last in retirement
// Strategies to minimize income and estate taxes
// Business succession / transition planning
// Qualified retirement benefits — 401(k) plans, etc.
// Executive benefits — nonqualified deferred compensation plans, etc.
// Portfolio management and investment advisory
// Insurance advisory and sales
// Strategies to make money last in retirement
// Strategies to minimize income and estate taxes
// Business succession / transition planning
// Qualified retirement benefits — 401(k) plans, etc.
// Executive benefits — nonqualified deferred compensation plans, etc.
* By COMPREHENSIVE FINANCIAL PLANNING, we mean holistically integrating RETIREMENT PLANNING, ESTATE PLANNING, INVESTMENT PLANNING, TAX PLANNING, EDUCATION PLANNING, and INSURANCE PLANNING. Additionally, we consider variables for each client situation such as family status, net worth, income level, life or professional stage, and other circumstances like health issues, aging parents, special needs children, etc.