I. Financial Planning - Asset Allocation Review
- Client Financial Statements
- Cash Flow Analysis
- Income Tax Planning
- Educational Cost Analysis
- Insurance Needs & Policy Analysis
- Estate Plan Analysis
- Rent vs. Own
- Buy vs. Lease
- Mortgage Consulting
- Business Succession Planning
II. Qualified Accounts - IRA
- Roth IRA
- SIMPLE IRA
- SEPs
- 401(k)
- 403(b) Plan - Catch up provision rules
- Profit Sharing Plans
- Defined Benefit Plans - Pension
- Maximization Analysis
III. Advisory Accounts- Mutual Fund Wrap Accounts
- Separately Managed Accounts
- Active & Passive Strategies
| IV. Insurance Programs - Equity Index Annuities
- Fixed Annuities
- Variable Life Insurance
- Universal Life Insurance
- Long Term Care Insurance
- Term Insurance
- Whole Life Insurance
- Short Term Disability Insurance
V. Investment Programs - Mutual Funds
- Variable Annuities
- Stocks
- Bonds
- REITs
- UITs
- Direct Participation Programs
VI. Educational Accounts - 529 Plans
- Educational IRAs
- UGMAs
- UTMAs
VII. Non-Qualified Accounts |
