FOUNDATIONAL ADVICE
- Risk management for insurance needs
- Retirement goal tracking
- Asset allocation
ADVISORY RELATIONSHIP
- Commission-based non advisory accounts
- Fee-based advisory accounts
- Portfolio analysis
- Targeted strategies
- Market updates
FINANCIAL MANAGEMENT OVERSIGHT (FMO)
- Net worth review
- Cash flow management
- Protection review
- Basic estate planning strategies
- Cash reserve strategies
- Major purchase planning
- Near retirement analysis
- Employee benefits
- 401(k) review
- Education planning
- Retirement savings strategies
- Tax planning strategies