We will begin by obtaining some basic financial information and use these insights to provide an overall assessment of your financial well-being.
Once we have a solid understanding of your current position, we can compare things like your retirement savings, current assets, and any debt you may have alongside other figures such as your age, expenses, or income.
Everyone’s situation is different, so there are no exact answers, but this is a great place to start as it often highlights areas that need some attention.
CASH FLOW ANALYSIS
529 Savings Plans
Education Costs vs. Savings Projections
As a snapshot of your complete financial picture, this will allow us to track your net worth and see whether it is improving each year.
The report also provides a way for us to study the trends of your individual assets and liabilities.
PERSONAL FINANCIAL STATEMENTS
Charitable Giving Strategies
Tax Loss Harvesting
Tax Impact Analysis
Income Tax Projections
Determining your need for life and disability insurance based on your family and career.
LIFE INSURANCE REVIEW
Wealth Transfer Strategies
Review Titling of Assets & Beneficiaries