Comprehensive Financial Plan
World Class Guidance – Expert Level
Discover
- Discovery and Goal Definition Meeting
- Full Service Data Entry in Planning Software
Design
- Executive Summary
- Cash Flow Statement
- Net Worth Statement
- Comprehensive Investment Planning
- Retirement Planning
- Time Segmented Retirement Distribution Planning
- Education Planning
- Age 70 1/2 Tax Trap Assessment and Coordination Plan
- Debt Elimination Strategies
- Asset Protection Strategies
- Family Generational Consulting and Planning
- Comprehensive Life and Disability Insurance Audit
- Comprehensive Long-term Care Analysis
- Tax Analysis (Latitude External Resource)
- Estate Plan and Trust Review (Latitude External Resource)
- Social Security Optimizing
- Restricted Property Trusts
Monitor and Report
- On-demand Account Performance Reporting
- Online Account Access
- Unlimited Priority Phone Consultations
- Quarterly Investment Strategies Review
- Annual Net Worth, Retirement and Goals Progress Updates
- 24 X 7 Email Support
