Investment Planning
Review of Portfolio
Asset Allocation
Time Horizon
Withdrawal Strategies
Investment Policy Statement
Stock Concentration
Access to Institutional Funds
Whole Family Investment Strategy
Retirement Planning
Retirement Goal Setting
Social Security & Medicare
Business Planning
IRA Contributions and Conversions
Employer Sponsored Plans
(401(k), 403(b), 457(K))
Annuities and Pensions
RMDs and Withdrawal Strategies
Self-Employed Retirement Plans
Income Tax Planning & Preparation
Review of Cost Basis
Review of Realized Gains
Tax Loss Harvesting
Deductions and Credits
Potential ROTH conversions
HSAs & FSA strategies
Preparation of annual tax return
Filing of annual tax return
Cash Flow & Budget
Income Sources
Expenses and Budgeting
Debt Management
Large Purchase planning
Major Event funding
Emergency Cash Planning
Mortgage and Equity strategies
529 College Savings Plans
Risk Management & Insurance
Review of Existing policies
Life Insurance Needs
Long Term Care Planning
Disability Insurance Needs
Health Insurance
Homeowner’s and Renter’s Insurance
Liability Coverage
Estate Planning and Charitable Giving
Wills & Trusts
Power of Attorney
Living Will
Health Care Proxy
Gifting Strategies
Donor Advised Funds
Caring for Elderly