Goal setting
Cash-flow analysis
Net worth assessment
Investment planning
Retirement planning
Income & asset protection
Estate planning
Tax efficiency
Business investment management
Succession planning & business transfer assistance
Effective credit management – Mortgage, line of credit, personal & business loans
Cash management
Establishment of investment objectives
Asset allocation strategy development
Portfolio design & security selection
Ongoing investment management & advice
Periodic portfolio reviews & rebalancing
Identify goals
Evaluate cash flow planning
Review financial plan stability
Developing tax-efficient income strategies
Review current & future tax situations
Uncover opportunities to save taxes or defer taxation
Develop strategies to cover future tax liabilities
Income continuance planning
Developing asset protection strategies
Assess current & potential estate value
Determine obligations (debts, dependents, taxes, & probate costs)
Identify estate planning issues & opportunities
Devise strategies to fund obligations & wishes
Establish a donor advised fund or private foundation