Life Planning Services*

Retirement Analysis
Investment Analysis
Estate Analysis
Charitable Analysis

    RETIREMENT ANALYSIS

"Income & Expense/Cash Flow"

• Lifestyle expenses
• Income(s) & working capital
• Income tax assessment **
• Inflation
• Survivorship Considerations
• Forecasting

    INVESTMENT ANALYSIS

• Asset allocation summaries
• Income tax strategies **
• Asset allocation suitability to needs
• Risk tolerance

    ESTATE ANALYSIS

• Probate, inheritance taxes & long-term care strategies
• Living wills, health care proxies, & powers of attorney
• Simple wills, by-pass wills, & trust strategies

    CHARITABLE ANALYSIS

• Charitable Remainder Trusts
• Charitable Lead Trusts
• Pooled Income Funds

MEMBERS

Financial Planning Association (FPA)
Society of Financial Service Professionals (FSP)
National Association of Insurance and Financial Advisors (NAIFA)
National Association of Enrolled Agents (NAEA)
Million Dollar Round Table (MDRT)