| Present Financial Posistion |
|
|
|
| Primary Goals |
X |
X |
X |
| Values |
X |
|
X |
| Cash Flow Analysis |
X |
|
X |
| Financial Reporting |
X |
|
X |
| Protection Planning |
|
|
|
| Property and Casualty Insurance Review |
X |
|
X |
| Life Insurance Needs Analysis |
X |
X |
X |
| Disability Insurance Needs Analysis |
X |
X |
X |
| Long-Term Care Needs Analysis |
X |
|
X |
| Health Insurance Review |
X |
|
X |
| Employee Benefits Package Review |
X |
|
X |
| Retirement Planning |
|
|
|
| Income Planning |
X |
X |
X |
| Monthly Spending Capacity |
X |
X |
X |
| Social Security Planning |
X |
X |
X |
| Monte Carlo Analysis |
X |
|
X |
| Stress Testing & What-If Analysis |
X |
|
X |
| Investment Planning |
|
|
|
| Allocation Strategy |
X |
X |
X |
| Investment Management (includes security selection) |
X |
X |
|
| Asset Location Analysis |
X |
X |
|
| Risk Tolerance Assessment |
X |
X |
|
| Tax Planning |
|
|
|
| Tax Return Preparation |
X |
X |
X |
| Tax Planning Strategy |
X |
X |
X |
| Review of Prior Tax Returns |
X |
X |
X |
| Estate Planning |
|
|
|
| Estate Document Review |
X |
X |
X |
| Beneficiary Review |
X |
X |
X |
| Gifting Strategies |
X |
|
X |
| Add-On Services: (at standard hourly rates) |
|
|
|
| Business Tax Returns |
|
|
|
| Business Tax Planning |
|
|
|
| Business accounting and QuickBooks Support |
|
|
|
| Estate and Fiduciary Tax Returns |
|
|
|
| Tax Planning for Business Start Ups - Entity Choice |
|
|
|
| Tax Planning for Business Sales & Acquisitions |
|
|
|
| Tax Planning for Business Succession |
|
|
|
