Your Living Plan Reports

“Your Living Plan” not only allows you to get quick updates on your current financial condition and positions, but it allows you a daily update in your progress in reaching of all your plans, goals and desires.  Below is a sampling of some of the reports that “Your Living Plan” can provide you, whether on-line or in print.  These tools can be extremely helpful as you work with your other professional advisors such as your lawyer, accountant, bank, etc.

Analysis of Current Situation

This report is a snap shot of your current financial standings. 

Annuity Income Analysis

This report examines your current annuities and projected income from those annuities
Asset Allocation This report takes your current holdings and categorizes them by asset class.  It can let you know where your current investments may be misaligned from your investment strategies.
Asset Protection

This report examines your current insurance protections and can recommend additional protection strategies.

Business Insurance Do you own a business?  This report can show current financial picture of your business and if it is adequately insured.

Disability Income Insurance

This report can analyze your current disability coverage to insure that you are adequately covered
Education Have you started a college savings plan for your child?  This report can show you how to set up a savings plan and stay on track to meet you college savings educational goals.
Estate Planning Analysis

This report can show you how your assets are positioned for estate transfer and give suggestions on how to improve you current estate tax exposure.

Financial Overview  Life Insurance This comprehensive report looks at your current financial picture and can analyze if you have the proper protections in place from life insurance, to disability to long term care.
Financial Overview This comprehensive report looks at your current financial picture and can analyze if you have the proper protections in place from life insurance, to disability income to long term care.
Human Life Value Did you ever wonder what your life was worth?  This reviews the issues of losing an income if the event of a premature death.
Life Insurance This report looks at current life insurance inforce and compares it to current assets & liabilities, retirement goals and other factors that could be affected by a premature death.
Long Term Care

 If you had a long term care event, how would if affect your current financial portfolio.  This report can look at potential exposures and suggest possible corrections.

Retirement Analysis Have you saved enough for retirement?  This report can show you what you need to keep you on track towards your retirement goals.
Roth Conversion A conversion is a penalty-free taxable transfer of amounts from a traditional IRA to a Roth IRA. You can convert part or all of the money in your regular IRA to a Roth IRA.
Term vs. Permanent Insurance The amount of insurance you need is important, the type of insurance you purchase is equally important. Term and Permanent are the two basic types of insurance policies and deciding which type is best suited for you will depend on your particular situation.
Wedding Savings This focused report will show you how to reach a future goal like saving for a wedding and keep you on track to meet that goal. 

 

 

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