What we do
Making sure the client has enough money to retire
What is financial planning
What type has an end date
What is Term insurance
Setting up your Will or a Trust telling someone what to do when you die
What is an Estate
Without this we will have no financial direction
What is a Financial Plan
You own part of a company if you have these investments
What are Stocks
Helping to make clients more money over time
What is Investing
What is Whole Life
What is an Executor or Executrix
A good candidate for a financial plan
Who is someone within 5 years of retiring
This works like an IOU to a company
What are Bonds
When someone dies we can do this for them
What is settle their Estate
This will help you when you can not do 2 of the daily tasks of living
What is Long Term Care
The person who can draft/write your will
Who is an attorney
a Plan can determine this
What is whether or not they have enough money to last thru retirement
This is a group of stocks or bonds of like size
What are mutual funds
When someone needs to decide how things will go when they die
What is Estate Planning
Name two of the daily tasks of living
What is eating, bathing, transfer, continence, dressing and toileting
How can you control money after you die
What is a Trust
This plan would be best for a small business owner
What is succession planning
This is our minimum amount required to work with the Wealth Management Group
What is $250,000