Where is
Your Life
Taking You?
Current Financial Position
- Cash Reserve Levels
- Cash Reserve Strategies
- Debt Management
- Budget Analysis & Management
- Employee Benefits
- Net Worth
- Expected Large Inflow/Outflow
- Discretionary Income
Protection
- Disability Options
- Long-Term Care
- Umbrella Liability
- Life Insurance
- Medical/Health
- Property & Casualty
- Policy Status
- Policy Loans
- Deductibles vs. Cash Reserves
- Beneficiary Designations
- Special Needs Situations
Investment Analysis
- Asset Allocation
- Wealth Management
- Lump-Sum Accumulation
- Stock Options/Restricted Stock
- Non-Qualified Deferred Compensation
- Education Funding – Strategies
- Diversification Strategies
- Dollar-Cost Averaging
- Risk Tolerance
- Tax Implications
- Cost Basis
Tax Strategies
- Tax Reduction
- Tax Deferral
- Tax Avoidance
- Future Taxes Due
- Withholding
- Tax Diversification
- Non-Qualified Investments
- Effects of Liquidation
- Filing Status
- Business Ownership
- Non-Traditional Ownership
Retirement
- Risk Tolerance Transition
- 401ks
- 457s
- 403bs
- IRAs
- Roth IRAs
- Roth Conversions
- Social Security
- Income Streams
- Healthcare
- Medicare/Medigap
- Tax transitions
- Required Minimum Distributions
- Pre 59 1/2 Strategies
Legacy
- Estate Balancing
- Capital Transfer
- Asset Ownership
- Trusts
- Wills
- Advance Directives
- Health Power of Attorney
- Financial Durable Power of Attorney
- Charitable Giving
- Succession Planning
- Minor Children
- Generation Skipping
- Estate Liquidity
