Clarify values, goals and objectives
Assemble financial statements
Develop a comprehensive plan
Review portfolio holdings
Implement custom strategies
Securities-based financing
Residential mortgages
Home equity financing
Business financing
Credit cards
Review and analyze needs and policies
Access life insurance and long-term care insurance
Consider wealth replacement strategies
Coordinate collaborative meetings
Review of legacy documents and tax returns
Implement tax-efficient investing strategies
Create retirement plan
Design tax efficient streams of income
Recommend spending strategies
Administer required minimum distributions
Identify Social Security and Medicare strategies
Set up Trust services
Establish estate plans
Review beneficiary and account titling
Implement estate and wealth transfer strategies
Establish philanthropic and gifting techniques
Review and manage customized investment portfolios
Develop investment objectives
Identify risk tolerances
Establish liquidity needs
Analyze and coordinate retirement plans
Review executive stock compensation strategies
Develop exit strategies