|
Personal Financial Planning
ColeTaylor Wealth Management professionals follow
a process designed to consolidate all facts of
your financial life into a single, coordinated
plan. Areas we typically look at include:
Financial
management: |
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cash flow and worth,
debt analysis, education funding review |
Investment
planning: |
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current and periodic portfolio review,
investment objectives, asset allocation
and investment strategy recommendations |
Risk
management: |
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life and disability
coverage analysis, spousal income needs
review, estate liquidity analysis |
Estate
planning: |
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estate tax liability
projections, estate plan illustrations,
business continuation plan, charitable
giving strategy review |
Tax
planning: |
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income projections
and tax liability minimization strategies |
Retirement
planning: |
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projected retirement
feasibility analysis, assessment of income/expenses/assets
available during retirement, review of
employer-sponsored plans, non-qualified
plans, and deferred compensation planning |
To
learn more about ColeTaylor’s Personal
Financial Planning
and other Wealth Management
services, please contact us by
calling 312-442-5000.
Or
click
here to send us an email.
We'll be sure
to respond within the next business day. |
