Implement retirement savings strategies
Design tax efficient customized streams of income
Recommend spending strategies
Calculate required minimum distributions
Identify Social Security and Medicare strategies
Review portfolio holdings
Implement custom strategies
Employ cash flow strategies
Clarify your values, goals and objectives
Assess your current financial situation
Identify short-term and long-term financial priorities
Consolidate accounts and assets
Identify an organizational plan
Outline your next steps
Provide financial education to friends and family
Assess effectiveness of current wealth plan
Determine future planning needs
Provide ongoing advice and counsel
Define an ideal and acceptable lifestyle
Identify sources of income
Optimize spending and saving priorities
Develop and implement an Envision® plan
Review beneficiary and account titling
Implement estate and wealth transfer strategies
Establish philanthropic and gifting techniques
Customized risk management
Access life insurance and long-term care insurance
Design wealth replacement strategies
Securities-based financing
Residential mortgages
Home equity financing
Business financing
Credit cards
Set up college savings accounts
Implement 529 college savings plans
Review plan design
Assess investment selection
Provide ongoing due diligence
Provide participant education
Analyze and coordinate retirement plan assets
Review executive stock compensation strategies
Optimize corporate benefits
Coordinate collaborative meetings
Review of legacy documents and tax returns
Implement tax-efficient investing strategies
Someone is sitting in the shade today because someone planted a tree a long time ago. - Warren Buffet