• Appropriate Investments
• Adequate Life Insurance
• Minimize Income Tax with Investments

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Protect & Preserve Wealth

• Analysis of Overall Investment Portfolio
• Asset Allocation Management
• Diversification Management
• Analysis of Overall Insurance Plan (Life, Disability, Long Term Care, and Liability)
• Adequacy
• Appropriateness
• Cost-Effectiveness
• Tax Sensitivity Management

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Plan the Distribution of Wealth During Life

• Qualified Retirement Plan / IRA
• Investment Issues
• Distribution During Life
• Distribution at Death
• Corporate Executive Stock Options
• Investment Concentration Issues
• Funding of Exercise Plan
• Taxation Issues
• Transferability
• Business Succession Plan
• Who is Durable Power of Attorney / Successor Trustee - Lack of Continuity Issues
• Gifting to Children / Descendents
• Tax Efficiency
• Control
• Charitable Gifting - History & Plans
• Tax Efficiency
• Control

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Plan the Distribution of Wealth at Death

• Titling of Assets
• Who is Executor / Trustee - Lack of Continuity Issues
• Distribution of Wealth to Spouse, Descendants & Others
• Tax Efficiency
• Control - Who Will Manage Assets in Pool of Funds Kept Intact
• Charitable Inclinations at Death
• Tax Efficiency
• Control - Who Will Manage Assets in Pool of Funds Kept Intact

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