YOUR TAX & RETIREMENT PLANNING “CHECK UP”

WE ARE PLEASED TO OFFER OUR CLIENTS THE FOLLOWING FREE SERVICE:
Please “CHECK” the topics you would like information on the (LEFT SIDE) of the page.
Please “CHECK” the (RIGHT SIDE) for a tax & financial consultation:

CHECK FOR FREE INFORMATION		CHECK FOR TAX & FINANCIAL CONSULTATION
	RETIREMENT TAX PLANNING
	RETIREMENT CONSULTATION – no cost or obligation.
	EARLY RETIREMENT – yes, I would like to know if I can afford to retire early.
	RETIRING SOON – want a retirement planning consultation?
	LONG-TERM CARE INSURANCE – what is the correct legal way to protect your assets?
	RETIREMENT PLANNING – want to know how much money you need to save?
	EMPLOYEE – want help to properly invest your 401(k) for safety and growth?
	EXECUTIVES – wish to reduce income and, estate tax or protect assets from liability?
	SAVING FOR RETIREMENT – want to know how much to save in the best tax saving vehicle?
	ELDERLY PARENTS & SENIORS – counseling to protect the home and savings for heirs.
	INSURANCE – what kind of insurance do I/We really need?
	SENIOR WITH HEALTH PROBLEMS – need to protect assets from nursing home bankruptcy?
	TAX PLANNING
	TAX PLANNING & FINANCIAL CONSULTATION – no cost or obligation.
	SOCIAL SECURITY PENALTY TAX – want to reduce penalty taxes?
	INVESTMENT TAX PLANNING – want to reduce income taxes on investments?
	IRA vs ROTH IRA – which is the best vehicle for you – maybe both?
	1099 TAXABLE INCOME – wish to reduce income from interest, mutual funds, and bonds etc.?
	SENIORS & HEIR TAXATION – expect to leave assets for heirs - reduce heir’s taxes.
	ESTATE TAX & ESTATE PLANNING
	ESTATE TAXES – estate tax analysis and estate tax planning consultation.
	LIVING TRUSTS – have special family estate planning issues?
	AVOID PROBATE – what kind of estate planning should I/we do?
	MONEY MANAGEMENT
	MORTGAGE REFINANCING – want a free review to see if refinancing makes sense?
	INVESTMENTS – lost money and want to know how to protect savings retirement?
	DEBT & CREDIT CARDS – wish to get out of debt and live debt free – FREE review.
	BUSINESS PLANNING
	BUSINESS OWNER – need to protect personal assets from business liability?
	AGRI-BUSINESS/FARM FAMILIES – want to protect the farm from nursing home bankruptcy?
	BUSINESS FAMILIES – want a succession plan to be fair to working & non-working heirs?
	CLOSELY HELD BUSINESSES – why owners should consider not owning most assets in their name.
	MANAGEMENT LEADERSHIP & SALES TRAINING – need help motivating or training people?
	HOME BASED BUSINESS – wish to reduce taxes and develop a business?
	BUSINESS PLANNING – need to do succession plan, buy-sell agreement, etc.?
	BUSINESS VALUATION – would like to get an un-audited business valuation?
	OTHER CONCERN: Explain:
	OTHER CONCERN: Explain:

PLEASE CHECK THE AREAS YOU WOULD LIKE MORE INFORMATION OR A CONSULTATION.

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