Family Financial Goals:

  • Getting Married
  • Saving For A House
  • Budgeting
  • College/Educational Plans
  • Savings

Insurance Review & Risk Management

  • Review Current Coverage
  • Review Family Risks
  • Life / Home / Health Review
  • Insurance/Annuity as Investments?

Estate Planning

  • Do you have an Estate Plan?
  • Do you have your beneficiaries properly aligned?
  • Plan for your Estate

Planning for Retirement:

  • Pension / 401k / IRA / 403B Plans
  • Retirement Budgeting
  • Healthcare in Retirement
  • Taxes in Retirement
  • Planning for Family in Retirement

Investments

  • Do You Know Your Investment Mix
  • Retirement Investments
  • Review of Current Fees Being Paid
  • Risk Management of Investments

Tax Planning:

  • Minimize Tax Obligations
  • Prepare for Tax Obligations
  • Taxes in Retirment
  • Taxes from Investments/Real Estate
  • New Tax Law Review

The Six Spokes Of A Pinepoint Financial Plan:

  1. Setting Goals - Short and Long Term
  2. Risk Management Review with Insurance Protection
  3. Estate Planning
  4. Planning for Retirement Including Long Term Healthcare
  5. Investment
  6. Tax Planning