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YOUR RETIREMENT PLAN WILL INCLUDE:
Retirement Planning
Review income distribution plan
Assess current and long-term cash flow needs
Utilize Capital Sufficiency Analysis to determine sustainability of spending and address variables in process
Evaluate life insurance needs and coverages
Review survivor cash flow and disability plant
Analyze existing property and casualty insurance exposure
Tax Planning
Potentially lower your taxes
Review current and future income tax liability
Educate, advise, and implement strategies to minimize income tax exposure
Review withholding and estimated tax analysis
Investment Planning
Focus on accumulation
Mitigate risk
Maximize current benefits options
Discuss investment options of savings and deferred investment plans
Review stock options
Analyze current elections on benefits and beneficiary designations
Estate Planning
Explore long-term care
Review family objectives, goals, and concerns
Evaluate existing testamentary documents
Provide specific tax-savings recommendations
Examine tax-effective wealth transfer strategies
Coordinate drafting and execution of estate planning documents
Review estate tax balance sheet and estate distribution flowcharts
Analyze cash flow projections for surviving family members
Coordinate asset ownership and beneficiary designations
