Review of Portfolio

Asset Allocation

Time Horizon

Withdrawal Strategies

Investment Policy Statement

Stock Concentration

Access to Institutional Funds

Whole Family Investment Strategy

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

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

Income Sources

Expenses and Budgeting

Debt Management

Large Purchase planning

Major Event funding

Emergency Cash Planning

Mortgage and Equity strategies

College Planning & Funding

529 College Savings Plans

Review of Existing policies

Life Insurance Needs

Long Term Care Planning

Disability Insurance Needs

Health Insurance

Homeowner’s and Renter’s Insurance

Liability Coverage

Wills & Trusts

Power of Attorney

Living Will

Health Care Proxy

Gifting Strategies

Donor Advised Funds

Caring for Elderly