Broker Check

Services

Your Personal Financial Planning

Investment Planning

Review of Portfolio

Asset Allocation

Time Horizon

Withdrawal Strategies

Investment Policy Statement 

Stock Concentration

Review Investments Held Outside the Firm


Retirement Planning

Retirement Goal Setting

Social Security & Medicare

Business Succession Planning

IRA Contributions & Conversions

Employer Sponsored Plans & 401(k)

Annuities & Pensions

RMD & Withdrawal Strategies

Self-Employed Retirement Plans

Estate Planning & Charitable Giving

Wills

Power of Attorney

Living Will

Health Care Proxy

Trusts

Irrevocable Life Insurance Trusts

Estate Taxes

Guardians for Minor Children

Charitable Giving & Trusts 

Risk Management & Insurance

Review of Existing Policies

Life Insurance Needs

Long-Term Care Insurance

Disability Insurance

Health Insurance

Property & Casualty Insurance



Cash Flow & Budget

Income Sources

Expenses & Budgeting

Debt Management

One-Time Expenses

Planned Large Expenses

Emergency Funding

Dollar Cost Averaging

Mortgage Review

Line of Credit

Assistance to Family & Friends

Gifting

Education Planning

Caring for Elderly

529 College Plan Review

Roth IRA for Children

UTMA


Income Tax Planning

Review of Cost Basis

Review Realized Gains

Carry Forward Losses

Tax Loss Harvesting

Tax Return Review

Potential Roth Conversion

Health Savings & Flexible Spending Accounts

 

Concierge Services

  • Coordinate with other advisors such as your attorneys and accountants.
  • Hold regular meetings and ensure that all planning is well coordinated and implemented.
  • Maintain copies of documents such as insurance policies, estate planning and legal documents, and tax returns. 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

pwaplan@lpl.com| 630-716-3600