The Financial Planning Pyramid...

The professionals of Financial Resources of St. Louis offer you the six disciplines of sound financial planning to structure your estate:

 

 1.  ESTATE PLANNING

     •  Charitable and gifting strategies

     •  Estate tax calculations and compliance

     •  Deferral and minimization of estate taxes

     •  Business succession and valuation issues

 2 .  RETIREMENT PLANNING

     •  Retirement needs analysis

     •  Social Security and Medicare

     •  Distribution rules alternatives and taxation

 3 .  TAX PLANNING*

     •  Income tax fundamentals and calculations

     •  Tax management techniques

 4 .  INVESTMENT PLANNING

     •  Asset allocation

     •  Portfolio diversification

     •  Education planning

     •  Portfolio management

 5 .  RISK MANAGEMENT

     •  Life insurance

     •  Disability insurance

     •  Long term care insurance

 6 .  CASH FLOW MANAGEMENT

     •  Periodic investment strategy

     •  Emergency fund planning

     •  Personal financial statements      

 

Schedule your COMPLIMENTARY consultation with us today 

 

Kristin Harad on LinkedIn  Kristin Harad on Twitter  Vita Vie - San Francisco  

 

 

*NFP Advisor Services, LLC does not provide tax or legal advice.  Decisions to implement tax planning ideas should be made by the client in consultation with professional financial, tax, and legal counsel.

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Check the background of this financial professional on FINRA's BrokerCheck