SCOPE
We
will prepare a comprehensive financial plan
for you by analyzing your current financial
situation and make recommendations to assist
you in achieving your financial goals.
We
will focus on all relevant opportunities in
the following areas:
• Goal Setting
• Investment portfolio design and risk
reduction
• Estate & Insurance Planning
• Retirement Planning
• Investment & Tax Planning
• Money & Debt Management
• Tax Preparation
• Educational Funding
• Income Risk Management (Life, Disability
and Critical Illness Insurance)
We
will address all relevant transitional situations
in the following areas:
• Death
• Financial Divorce Specialist (more
info)
• Marriage
• Retirement
• Inheritance
• Job Loss
• Job Transfer
• Birth or Adoption
• Serious Illness
• Stock Options
• Major expense or Purchase
• Starting a Business
• Selling a Business
• Winning a Lottery
Limitations
of the Financial Plan
The
financial Plan will be based on commonly accepted
financial planning principles and the detailed
financial and personal information provided
by you and your advisors. This data will be
treated as confidential information and we
will not disclose it to anyone except those
other advisors or assistants who help in the
preparation of the financial plan. This information
will not be reviewed or audited for accuracy.
The
illustrations and calculations in the financial
plan will be based on the information received
and on assumptions about the future. There
is no guarantee that these assumptions accurately
reflect the future and there may material
differences between the anticipated and the
actual results.
This
plan does not include accounting, tax preparation
or legal services of any kind.
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