Scope of Services
FINANCIAL PLANNING
- Replace income for dependents.
- Pay final expenses.
- Pay college expenses.
- Create an inheritance for your heirs.
- Pay federal “death” taxes and state “death” taxes.
- Make significant charitable contributions.
- Create a source of savings.
- Protect your credit.
- Protect your family.
YOUR FINANCIAL PICTURE
- Name & Age
- Height & Weight
- Tobacco Use
- Medications
- Operations
- How Long with Company?
- Income
- Mortgage & Monthly Payment
- Other Obligations
- 401K, CDs, IRAs, Stocks, Retirement Accounts
- Current Policies (Type & Face Amounts)
- Criminal or Driving Record
- Military Member (orders for deployment overseas)
