Review Meeting - Keystone Financial Services

Check all services you would like to discuss in your upcoming review meeting

Investment Planning

Review of portfolio Asset Allocation Time Horizon Planning Withdrawal Strategies Account Aggregation Monitoring of outside Accounts (401(k), etc) Risk Analysis Stock Concentration

Estate Planning*

Wills Power of Attorney Living Will Health Care Proxy Trusts Irrevocable Life Insurance Trust Estate Taxes Guardian for Minor Children Charities

Retirement Planning

Retirement Goal Setting Social Security Analysis Cash Flow Analysis IRA Contributions & Roth Conversions Review of Employer-Sponsored Plans Annuities & Pensions RMD's & Withdrawal Strategies Self-Employed Plans Bucket List Items

Insurance Planning*

Review of Existing Policies Life Insurance Needs Analysis Long Term Care Insurance Analysis Disability Insurance Analysis Health Insurance Review Homeowner's or Renter's Insurance Review Liability Coverage Health Savings Accounts Medicare Advice

*May coordinate with other non-affiliated professionals, which will have their own costs and agreement directly with client.

Cash Flow & Budget

Review of Income Sources setting Goals Expenses & Budgeting Debt Management Review of One-Time Expenses Planned Large Expenses Emergency Funding Dollar Cost Averaging Mortgage Review Lines of Credit

Legacy Planning

Gifting College Caring for Elderly 529 College Savings Plans Roth IRA's for Children UGMA/UTMA Establishing Trusts Successor Trustee

Tax Planning*

Tax Sensitive Investing Review of Cost-Basis Review Realized Gains Carry Forward Losses Tax Loss Harvesting Deductions & Credits Potential Roth Conversions Health Savings & Flexible Spending Accounts Tax Returns Review

*May coordinate with other non-affiliated professionals, which will have their own costs and agreement directly with client.

Please leave your name and email, we look forward to speaking with you at your upcoming meeting.

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