EXECUTIVE BENEFITS
When and how should I exercise my options and awards?
Are there benefits I should be utilizing that I am not?
Can someone produce a cash flow model of my benefits and keep it current?
“It’s a great package. I just don’t understand it all or have time to review it.”
TAX REDUCTION STRATEGIES
Should I be contributing to a traditional or Roth 401(k)?
How much of my income should I contribute to deferred compensation, and what payout options make the most sense?
How else can I reduce my taxes now and in the future?
RETIREMENT ACCUMULATION & DISTRIBUTION
How do I create sustainable income in retirement?
Can I continue my lifestyle in retirement?
Why does sequence of returns matter?
What are the major risks that will affect my retirement?
INVESTMENT PLANNING
Am I on the right track?
Am I getting strong returns for the level of risk I’m taking in my portfolio?
What is my probability of success relative to my goals?
How do I protect against downside risk?
ESTATE PLANNING & ASSET PROTECTION
Are we OK?
Is my family OK?
Is my community OK?
Will my assets flow properly to my loved ones?
How do I quantify my family’s exposure if assets are left unprotected?
INSURANCE AUDIT
Are my earning power and family properly protected?
Do I have the right coverage, in the right amounts, and structured properly?
Am I overpaying for my insurance?
How much can I really afford to self-insure?
Is insurance a “set it and forget it” asset class?
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