Home Site Map Contacts

1 2 3 4 5 6 7 8 9 10
11 12 13 14 15 16 17 18 19 20
21 22 23 24 25 26 27 28 29 30
31 32 33 34

16. Financial Checkup

Includes a current plan analysis and "report card"
Easily upgraded into a Comprehensive Plan
Includes a summary of income tax, insurance, investment, estate tax, retirement, and/or business succession issues

Does your current plan fulfill the objectives in your goal statement or Family Wealth Statement? We help the client answer this question by reviewing his or her current plan. We develop a report card that summarizes success in realizing investment, business succession, insurance, estate tax, income tax, and/or insurance goals. We examine whether the client may have excess capital for giving to family members or favorite charities.

 Prev.   Next 
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.