Annual Reviews

Financial Planning Review

Our annual financial planning reviews are designed to track progress towards goals with a focus on net worth growth and cash flow management. During the review, we also assess the following: 

• Objectives related to risk protection, estate and gift planning for future generations.

• Tax mitigation strategies—review the tax impact resulting from changes made and/or strategies recommended.

• Advanced retirement income strategies and Social Security claiming strategies.

• Exit strategies for business owners.

• Health care and company benefit plans.

• Employee benefit plans. 

Wealth Management Review

During these annual meetings we’ll review the following:

• Incorporate investment strategy.

• Portfolio alignment with risk tolerance.

• Portfolio drift and review of the investment policy statement. 

• Gain/loss harvesting for tax advantages.

• Review any changes in your current situation as it relates to impactful life events or changes in goals. 

• Review risk adjusted performance, the economy and any legislative and/or tax changes.

• Discuss any changes to dispositive wishes.