GET YOUR COMPLIMENTARY RETIREMENT PLAN BY COMPLETING THIS FORM.
Gain access to strategies that help minimize taxes, reduce risk, and generate income regardless of the market.
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Your Retirement Plan will include:
RETIREMENT PLANNING
- Review income distribution plan
- Assess current and long-term cash flow needs
- Utilize Capital Sufficiency Analysis to determine sustainability of spending and address variables in process
- Evaluate life insurance needs and coverages
- Review survivor cash flow and disability plant
- Analyze existing property and casualty insurance exposure
TAX PLANNING
- Potentially lower your taxes
- Review current and future income tax liability
- Educate, advise, and implement strategies to minimize income tax exposure
- Review withholding and estimated tax analysis
INVESTMENT PLANNING
- Focus on accumulation
- Mitigate risk
- Maximize current benefits options
- Discuss investment options of savings and deferred investment plans
- Review stock options
- Analyze current elections on benefits and beneficiary designations
ESTATE PLANNING
- Explore long-term care
- Review family objectives, goals, and concerns
- Evaluate existing testamentary documents
- Provide specific tax-savings recommendations
- Examine tax-effective wealth transfer strategies
- Coordinate drafting and execution of estate planning documents
- Review estate tax balance sheet and estate distribution flowcharts
- Analyze cash flow projections for surviving family members
- Coordinate asset ownership and beneficiary designations
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