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I will be able to
assist you with:
Investment Planning
-
Personal
Investment Plans
-
Risk
Assessment and Alternatives
-
Debt Management - Credit Cards and Mortgages
-
Investment
Options to Help You Reach Your Goals
-
Use
of Tax-Deferred and Tax-Free Investments
-
Understanding
the Importance of the 'Time Value of Money'
Estate
Planning
-
Avoiding
Common Estate Planning Pitfalls and Mistakes
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Eliminate
or Reduce Estate Tax
-
Estate
Distribution and Transfer Considerations
-
Gifting
- To Heirs and Charities
-
Estate
Valuations, Calculations and Will Substitutes
-
Trusts
- Using our Attorney or Yours
Insurance
Planning
-
Principles
of Risk Management
-
Risk
Management Techniques
Individual
and Group Life Insurance -
Life
Insurance for Family Protection and Estate Liquidity
-
Calculation
of Life Insurance Coverage Needs
Retirement
Planning
-
Retirement
Savings Needs Analysis
-
Retirement
Plan Development and Maintenance
-
Individual/Corporate
Retirement Account *
-
Qualified
and Non-Qualified Plan Options
-
Calculation
of the Mandatory Qualified Plan Distributions
-
Life
Insurance for Estate and Family Protection
Tax
Planning
-
Individual/Business
Tax Returns
-
Estate
Tax Returns
-
Income
Tax Reduction
-
Eliminating
or Reducing Estate Tax
-
Alternative
Minimum Tax (AMT) Calculations
-
Form
5500 Filing - Report of Employee Benefit Plan
College
Planning
-
Affording
the Best College
-
Estimating
College Costs
-
College
Financial Aid, Grants
and Loans
-
College
Scholarships
-
Investment
Options to Help You Reach Your Goals
-
Understanding
the College Process>
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