SERVICES

CLIENT ENGAGEMENT

Initial Complimentary Consult - Limit 1 Hour, Assessing Different Financial Household Situations

Regular Review Meetings

Monthly Economic Update and Newsletters

INVESTMENT PORTFOLIO DESIGN

Risk Assessment

Simple Brief Financial Plan

Initial Written Comprehensive Investment Plan

SEMINARS & EVENTS

Provide Educational Workshops

Specialized Events to Learn New Skills

 

RETIREMENT PLANNING

Detailed Retirement Income Analysis of Pensions, Social Security, Cash Flow, and Other Assets. Develop Strategies to Accumulate Retirement Assets in a Tax Efficient Manner

RISK MITIGATION

Overview of Advanced Insurance:

Auto, Home, Disability, Umbrella, Keyman, LTC and Health

ESTATE PLANNING

Long Term Care and Life Insurance

Comprehensive Legacy Plans & Gifting

Coordination Assistance with your Attorney

Legal Document Reminders

 

TAX MINIMIZATION STRATEGIES

Basic Tax Strategy Analysis Coordination Assistance with your CPA Year End Tax Strategy Planning Tax Minimization is a Significant Focus of your Financial Planning Success

ONLINE ACCESS

Virtual Meetings

Texting

Online Notebook

Online Account Access

Utilize Automation Interactions

OTHER FINANCIAL ASSESSMENTS

College Plans, Eldercare-Senior Parents, Cash Flow, Budgeting, Custom Reviews of Financial Concerns, Special Needs, Real Estate, & Small Business Specialization.

 

Click the link below to schedule your complimentary call today!

Melinda Bulls

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