Life Changes and Events Impact All Areas of Planning
– Where Lotic can help
- Assess Investment Risk Tolerance
- Analyze Current Portfolio
- Review Asset Allocation Strategy
- Align Portfolio with Savings and Investment Goals
- Assess Future Education Goals for you and your Family
- Investigate Tax Efficient Education Savings Options
- Analyze Education Affordability and Options
- Plan Tax-Free Education Gift as a strategy
- Develop Retirement Vision and Goals
- Analyze Retirement Savings Strategy
- Understand Corporate Retirement Benefits
- Plan Retirement Income Strategy
- Analyze Tax Efficient Asset Location
- Develop Multi-Year Tax Plan
- Evaluate Roth Conversion Options
- Plan Tax-Efficient Retirement Portfolio Withdrawals
- Develop Strategies to Mitigate Risk in your Financial Life
- Review Insurance Policies
- Access Adequate Coverage for Life, Long Term Care, and Disability Needs
- Understand Current Estate Plan
- Update Estate Plan to Reflect Current Life Situation
- Ensure Financial Assets Have Appropriate Beneficiaries
- Evaluate Gifting and Charitable Giving Strategies
Specific questions you may be thinking about here.