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FINANCIAL PLANNING PROCESS COMPONENTS REVIEW OF YOUR OBJECTIVES AND RISK/REWARD ATTITUDES short term, medium range and long term goals ASSET STRUCTURE a review of your current holdings, their present value, cost basis, growth and expected purchases LIABILITIES present and anticipated debt obligations INCOME TAX ANALYSIS projections for ten years, with a review of personal tax returns for last two years CASH FLOW MANAGEMENT projections for ten years, determine effective use of anticipated surplus, managing deficits INVESTMENT REVIEW, ANALYSIS AND RECOMMENDATIONS INSURANCE REVIEW, ANALYSIS AND RECOMMENDATIONS EMPLOYEE BENEFITS REVIEW AND RECOMMENDATIONS co-ordinate with personal assets and spousal plans DISABILITY INCOME ANALYSIS AND RECOMMENDATIONS ten year projections of taxes, cash flow and net worth ESTATE DISTRIBUTION, COSTS AND TAXATION ANALYSIS methods of reducing probate costs and estate duties CAPITAL NEEDS AND SURVIVOR INCOME ANALYSIS RETIREMENT INCOME ANALYSIS AND RECOMMENDATIONS inflation, qualified plans and increasing net cash flow FINANCIAL ORGANIZER FILE for all documents, policies records INCOME TAX ORGANIZER FILE used each year to accumulate and store vital records to support tax returns MASTER IMPLEMENTATION CHECKLIST to monitor your financial progress and be aware of advisor performance PERIODIC REVIEW SESSIONS TO VERIFY PROGRESS evaluation of investments, benefit plans and document completion |
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Securities offered through Sigma Financial Corporation. A registered broker/dealer. Member FINRA & SIPC.Planning Services offered through Sigma Planning Corporation, a registered investment advisor.Any information contained on this site does not constitute financial advice. The Website is intended to provide general information only and does not attempt to give you advice that relates to your specific circumstances. You are advised to discuss your specific requirements with an independent financial adviser licensed in your state. We do not offer legal advice. All information provided on this website is for informational purposes only and is not a substitute for proper legal advice. If you have legal questions, we recommend that you seek the advice of legal professionals. IRS Circular 230 Disclaimer: To ensure compliance with IRS Circular 230, any U.S. federal tax advice provided in this communication is not intended or written to be used, and it cannot be used by the recipient or any other taxpayer (i) for the purpose of avoiding tax penalties that may be imposed on the recipient or any other taxpayer under the Internal Revenue Code, or (ii) in promoting, marketing or recommending to another party a partnership or other entity, investment plan, arrangement or other transaction addressed herein. Asset allocation, diversification and rebalancing do not assure a profit or protect against loss in declining markets. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance is no guarantee of future results. Investment products, insurance and annuity products:
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