Crafting of a Financial Plan (projections of retirement income and goal fulfillment)
Structuring of Investment Portfolio
Review of life insurance, liability insurance, and property insurance coverage
Coordination with other advisors (attorneys, CPA, etc.)
Estate plan analysis
"Map" (graphical summary) of investment accounts
Retirement income plan (depicting income flow from investment holdings and other sources)
Tax minimization strategies
Social Security Analysis (help with deciding when to turn on Social Security income)
Family Wealth Organizer (a binder that organizes family finances in an easily accessible format)