$250.00

  • Cash Flow Planning : Understanding your cash inflows and cash outflows.
  • Retirement Planning: Assisting with important pre-retirement decisions.
  • Investment Planning :. Evaluate your investment state and strategies.
  • Insurance Planning : Evaluate your risks exposure.
  • Income Tax Planning : Strategies for tax-efficient investments reduce liability.
  • Estate Planning : Consider your options as to the transfer of your estate.
  • Goal creation and prioritization
  • A personalized spending and saving plan
  • Planning for big-ticket items (your wedding, a new car, your first home, etc.)
  • Debt repayment
  • Tax planning (including maximizing your deductions)
  • Company benefits
  • Planning for career changes (starting your own business)
  • Estate planning needs
  • Insurance coverage
Category:

Description

This is a retainer fee engagement designed for those who are in need of a plan as well as assistance over the course of the year. We create your foundation (your plan) and work with you to ensure various steps or action items are accomplished

Reviews

There are no reviews yet.

Be the first to review “Comprehensive Plan”

Your email address will not be published. Required fields are marked *

Related products