14 Key Wealth Management Issues
| Customized for: | |||
|---|---|---|---|
| Issues | Date Discussed | Action Plan | Date Completed |
| 1. Investment Issues | |||
| 2. Insurance Issues | |||
| 3. Liabilities Issues | |||
| 4. Qualified Retirement Plan/IRA Issues | |||
| 5. Stock Options Issues | |||
| 6. Business Succession Plan Issues | |||
| 7. Durable Power of Attorney Issues (who) | |||
| 8. Gifting During Life Issues | |||
| 9. Charitable Gifting During Life Issues | |||
| 10. Titling of Assets Issues | |||
| 11. Executor/Trustee Issues | |||
| 12. Distribution Plans at Death Issues | |||
| 13. Charitable Inclinations at Death Issues | |||
| 14. College Education Planning |
We continually monitor the six major financial concerns of our clients to make sure that these issues are being met. Our focus is to help our clients be in the best position to achieve their life goals.