All financial plans cover the following topics:
We review family records, budgeting, personal liability, tax returns, estate information and financial goals.
We analyze the client’s income tax, spending and planning for past, current, and future years; then illustrate the impact of various investments on the client’s current income tax, spending needs, and future tax liability.
We review the client’s net worth and analyze it from many aspects including liquidity, certainty of value, and future growth or loss potential.
We analyze investment alternatives and their effect on the client’s portfolio.