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Step One: Pick a winning team |
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Investment Planner |
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Attorney |
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Insurance Professional |
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Tax Advisor |
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Step Two: Fact finding |
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Goals |
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Investment Plan |
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Tax Plan |
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Objectives |
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Estate Plan |
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Retirement Plan |
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Step Three: Examine the data |
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Determine if current needs are being met |
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Determine if needs have been contemplated |
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Step Four: Recommendations |
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Review team suggestions |
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Step Five: Create a plan |
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Sign necessary documents |
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Purchase necessary insurance |
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Make changes as needed |
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Step Six: Annual Review |
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Keep your investment plan fresh |
