SCOPE OF FINANCIAL PLANNING & ADVICE SERVICES
✓ Comprehensive (incl. core)
✓ Core
✓ Advanced (incl. core & comprehensive)
Financial Planning Options:
Income Tax Planning
Cash Flow Management
Retirement Planning
Estate & Charitable Planning
Family Wealth Planning
Risk Management
Investment Planning
Business Planning
✓ Portfolio Analysis and Strategies ✓ Risk Profile Analysis
Retirement Savings Strategies Retirement Income Strategies
Life Insurance Needs Analysis
Basic Estate Plans & Document Review Account Registration Review
Health and Welfare Benefits Review
✓
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
✓ ✓ ✓
Cash Flow Analysis
Tax Return Analysis
Net Worth Statement
Health Insurance Analysis
Portfolio Gain/Loss Review
Financial Literacy and Information College Education Planning
✓ Budget Construction
Plan Analysis
Tax Optimization Savings and Investment Strategies
Asset Allocation & Diversification
Social Security Optimization
Property and Casualty Insurance Analysis
Self Employment Income Planning
✓
✓
Emergency Funding
Beneficiary Audit
Self Employment Retirement Plan Selection
✓ Portfolio Rebalancing Strategies
Medicare Coverage Analysis RMD Planning & Execution
Disability Needs Analysis Life Insurance Strategies Long-Term Care Planning
Retirement Tax Projections
Detailed Estate Plan Summary
✓ ✓ ✓ ✓
✓
Debt Management
Caring for Aging Parents
Tax Loss Harvesting Strategies
✓ ✓
✓ Entity Structuring Review
Growth Strategies
Pay Stub Analysis
Estate Tax projection
Gifting Strategies
Detailed Investment Analysis
Large Purchase Funding Analysis
Withdrawal Optimization Strategies
Roth Conversion Strategies CPA Curation & Coordination
Charitable Gifting Strategies
Employee Retirement Plan Selection Buy/Sell Agreement Analysis Business Cash Flow Management Succession Plan Analysis Business Sale Tax Analysis
✓ ✓ ✓ ✓ ✓
Caregiver Support
✓ Tax Efficient Withdrawal Strategies ✓ Stock Option Analysis
Lending and Financial Strategies
Estate Attorney Curation & Coordination Federal & State Estate Tax Mitigation Trust Investment & Income Planning Generational Estate Transfer Planning Private Foundations & Endowments
Pension Analysis
Estate Protection
Special Needs Planning
Retirement Plan Benefit Analysis
Creditor Protection Strategies Advanced Insurance Trust Strategies
Family Financial Education
✓ Collateralized Lending
Passive Income Analysis
Concentrated Stock Planning
Advanced Strategies Cash Flow Analysis
Real Estate Sale Analysis
✓
✓
Healthcare Planning
✓ Equity Compensation Planning ✓ Alternative Investment Strategies
✓ 1031 Exchange Options
Stress Testing
Premium Financing
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