capability of reaching financial goals.
tax-planning strategies to shelter income and minimize federal and state income
benefit plans and determine how to get the most out of them.
Save and invest on
a regular basis toward financial goals such as funding an education, starting a
business, buying a home.
Monitor and review
their investment portfolio
Assess exposure to
the risk of loss income due to premature death or disability and evaluate
current insurance plans.
appropriate size and place for a cash reserve that may be used for emergencies
Provide for the
orderly distribution of the estate, minimizing taxes and other costs