Data Gathered for Financial Plan

  • Bank Statements
  • Brokerage Statements
  • Retirement Account Statements (Social Security, Pension, 401k, 403b, 457, NQDC)
  • Corporate Documents (Buy-Sell, Articles of Incorporation, etc.)
  • Mortgage Statement(s)
  • Other Liability Statements
  • Insurance Policies/Annuity Policies/Statements
  • Will/Trust Documents
  • Projected Retirement Date/Retirement Income Phases
  • Goals and events with Timelines (wedding, graduation, birth of a child, buying a boat, etc.)
  • Income
  • Tax Situation
  • List of Collectibles/Art to be included in analysis
  • Real Estate

Potential Solutions Discussed

  • Investment Management (Stocks, Bonds, mutual funds, options, ETFs, alternative investments [if applicable])
  • Retirement Planning
  • Social Security Optimization
  • Education Planning (529 plans, Coverdell Education account, optimize student loan payoff strategy)
  • Insurance Analysis
  • Liability Analysis
  • Estate Planning Strategy (We do not draft documents, but we will coordinate with your legal professional): Will, Trust(s) (if applicable), Power of Attorney, Health Care Proxy
  • Tax Strategy (coordinated with your accounting professional)
Potential Solutions Discussed

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