Essentials
Families
- Starter package plus:
- Portfolio review
- Retirement planning and needs analysis
- Social security planning
- ·Reviewing and updating of beneficiaries across accounts and policies at all institutions
- Mega backdoor Roth strategy
- 529 account(s) contribution - education and college funding
- Custodial account contributions
- Insurance planning: Life, Disability, Long-term care
- Home and auto policy review
- Health savings planning
- Major purchase planning
- Debt strategy review (Mortgage, HELOC, Student Loans, Auto, Credit Cards, Personal Line of Credit, Securities Backed Line of Credit)
- Distribution strategies
- Account aggregation
- Document vaulting
- Year-end tax planning (tax-loss harvesting /gains taking/ maxing out accounts)
