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
- Business Succession Planning
- Social Security Analysis
II. Qualified Accounts- IRA
- Roth IRA
- SIMPLE IRA
- SEPs
- 401(k)
- 403(b) Plan - Catch up provision rules
- 457 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. Investment Programs- Mutual Funds
- Variable Annuities
- Alternative Investments
- Stocks
- Bonds
- REITs
- UITs
- CDs
V. Educational Accounts- 529 Plans
- Educational IRAs
- UGMAs
- UTMAs
VI. Insurance Programs- Equity Index Annuities
- Fixed Annuities
- Variable Life Insurance
- Universal Life Insurance
- Term Insurance
- Whole Life Insurance
VII. Benefits Planning- Health Insurance
- Dental Insurance
- Long Term Care Insurance
- Medicare Supplements & Part D Prescription
- Disability Insurance
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