COVER ALL ASPECTS OF YOUR
PRESENT AND FUTURE SITUATION
A TYPICAL PLAN INCLUDES
Financial Objectives
Summary of Benefits Provided in the Plan
Analysis of Current Financial Position
A. Personal Financial Statement
B. Recommendations for Mortgage Refinancing
Risk Management
A. Life Insurance
B. Medical Expense
C. Disability Income
D. Property & Casualty
Education Funding
A. Analysis for each child
Investment Planning
A. Present Asset Distribution
B. Present Asset Distribution -Children
C. Portfolio Diversification Analysis -Actual
D. Proposed Asset Distribution
E. Incentive Stock Options Analysis and Recommendations
F. Proposed Asset Distribution -Children
G. Portfolio Diversification Analysis -Alternatives
H. Dollar Cost Averaging Illustration
Retirement Planning
Retirement Capital Projections
Tax Planning
A. Present Tax Illustration
B. Proposed Tax Illustration
