{"id":5920,"date":"2022-08-10T14:40:15","date_gmt":"2022-08-10T20:40:15","guid":{"rendered":"https:\/\/www.keystonefinancial.com\/?page_id=5920"},"modified":"2023-08-29T06:12:33","modified_gmt":"2023-08-29T12:12:33","slug":"review-meeting","status":"publish","type":"page","link":"https:\/\/www.keystonefinancial.com\/review-meeting","title":{"rendered":"Review Meeting"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"5920\" class=\"elementor elementor-5920\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-b8c418e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"b8c418e\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-acfd856\" data-id=\"acfd856\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3901cf3 elementor-widget elementor-widget-image\" data-id=\"3901cf3\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.keystonefinancial.com\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"350\" height=\"96\" src=\"https:\/\/www.keystonefinancial.com\/wp-content\/uploads\/2020\/07\/Keystone-Logo-1.png\" class=\"attachment-large size-large wp-image-55\" alt=\"\" srcset=\"https:\/\/www.keystonefinancial.com\/wp-content\/uploads\/2020\/07\/Keystone-Logo-1.png 350w, https:\/\/www.keystonefinancial.com\/wp-content\/uploads\/2020\/07\/Keystone-Logo-1-300x82.png 300w\" sizes=\"(max-width: 350px) 100vw, 350px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f874199 elementor-widget elementor-widget-spacer\" data-id=\"f874199\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9aa481f elementor-widget elementor-widget-heading\" data-id=\"9aa481f\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Check all services you would like to discuss in your upcoming review meeting<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-99951d1 elementor-button-align-start elementor-widget elementor-widget-form\" data-id=\"99951d1\" data-element_type=\"widget\" data-settings=\"{&quot;step_next_label&quot;:&quot;Continue&quot;,&quot;step_previous_label&quot;:&quot;Previous&quot;,&quot;button_width&quot;:&quot;100&quot;,&quot;step_type&quot;:&quot;number_text&quot;,&quot;step_icon_shape&quot;:&quot;circle&quot;}\" data-widget_type=\"form.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<form class=\"elementor-form\" method=\"post\" name=\"Service Form\">\n\t\t\t<input type=\"hidden\" name=\"post_id\" value=\"5920\"\/>\n\t\t\t<input type=\"hidden\" name=\"form_id\" value=\"99951d1\"\/>\n\t\t\t<input type=\"hidden\" name=\"referer_title\" value=\"\" \/>\n\n\t\t\t\n\t\t\t<div class=\"elementor-form-fields-wrapper elementor-labels-above\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-step elementor-field-group elementor-column elementor-field-group-field_b95ec99 elementor-col-100\">\n\t\t\t\t\t\t\t<div class=\"e-field-step elementor-hidden\" data-label=\"Services\" data-previousButton=\"\" data-nextButton=\"More\" data-iconUrl=\"\" data-iconLibrary=\"fas fa-star\" data-icon=\"&lt;svg class=&quot;e-font-icon-svg e-fas-star&quot; viewBox=&quot;0 0 576 512&quot; xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot;&gt;&lt;path d=&quot;M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;\" ><\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-checkbox elementor-field-group elementor-column elementor-field-group-field_5d64a55 elementor-col-25 elementor-md-50\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-field_5d64a55\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tInvestment Planning\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t<div class=\"elementor-field-subgroup  \"><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Review of portfolio\" id=\"form-field-field_5d64a55-0\" name=\"form_fields[field_5d64a55][]\"> <label for=\"form-field-field_5d64a55-0\">Review of portfolio<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Asset Allocation\" id=\"form-field-field_5d64a55-1\" name=\"form_fields[field_5d64a55][]\"> <label for=\"form-field-field_5d64a55-1\">Asset Allocation<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Time Horizon Planning\" id=\"form-field-field_5d64a55-2\" name=\"form_fields[field_5d64a55][]\"> <label for=\"form-field-field_5d64a55-2\">Time Horizon Planning<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Withdrawal Strategies\" id=\"form-field-field_5d64a55-3\" name=\"form_fields[field_5d64a55][]\"> <label for=\"form-field-field_5d64a55-3\">Withdrawal Strategies<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Account Aggregation\" id=\"form-field-field_5d64a55-4\" name=\"form_fields[field_5d64a55][]\"> <label for=\"form-field-field_5d64a55-4\">Account Aggregation<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Monitoring of outside Accounts (401(k), etc)\" id=\"form-field-field_5d64a55-5\" name=\"form_fields[field_5d64a55][]\"> <label for=\"form-field-field_5d64a55-5\">Monitoring of outside Accounts (401(k), etc)<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Risk Analysis\" id=\"form-field-field_5d64a55-6\" name=\"form_fields[field_5d64a55][]\"> <label for=\"form-field-field_5d64a55-6\">Risk Analysis<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Stock Concentration\" id=\"form-field-field_5d64a55-7\" name=\"form_fields[field_5d64a55][]\"> <label for=\"form-field-field_5d64a55-7\">Stock Concentration<\/label><\/span><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-checkbox elementor-field-group elementor-column elementor-field-group-field_ab4d819 elementor-col-25 elementor-md-50\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-field_ab4d819\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tEstate Planning*\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t<div class=\"elementor-field-subgroup  \"><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Wills\" id=\"form-field-field_ab4d819-0\" name=\"form_fields[field_ab4d819][]\"> <label for=\"form-field-field_ab4d819-0\">Wills<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Power of Attorney\" id=\"form-field-field_ab4d819-1\" name=\"form_fields[field_ab4d819][]\"> <label for=\"form-field-field_ab4d819-1\">Power of Attorney<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Living Will\" id=\"form-field-field_ab4d819-2\" name=\"form_fields[field_ab4d819][]\"> <label for=\"form-field-field_ab4d819-2\">Living Will<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Health Care Proxy\" id=\"form-field-field_ab4d819-3\" name=\"form_fields[field_ab4d819][]\"> <label for=\"form-field-field_ab4d819-3\">Health Care Proxy<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Trusts\" id=\"form-field-field_ab4d819-4\" name=\"form_fields[field_ab4d819][]\"> <label for=\"form-field-field_ab4d819-4\">Trusts<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Irrevocable Life Insurance Trust\" id=\"form-field-field_ab4d819-5\" name=\"form_fields[field_ab4d819][]\"> <label for=\"form-field-field_ab4d819-5\">Irrevocable Life Insurance Trust<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Estate Taxes\" id=\"form-field-field_ab4d819-6\" name=\"form_fields[field_ab4d819][]\"> <label for=\"form-field-field_ab4d819-6\">Estate Taxes<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Guardian for Minor Children\" id=\"form-field-field_ab4d819-7\" name=\"form_fields[field_ab4d819][]\"> <label for=\"form-field-field_ab4d819-7\">Guardian for Minor Children<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Charities\" id=\"form-field-field_ab4d819-8\" name=\"form_fields[field_ab4d819][]\"> <label for=\"form-field-field_ab4d819-8\">Charities<\/label><\/span><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-checkbox elementor-field-group elementor-column elementor-field-group-field_d0d5b35 elementor-col-25 elementor-md-50\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-field_d0d5b35\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tRetirement Planning\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t<div class=\"elementor-field-subgroup  \"><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Retirement Goal Setting\" id=\"form-field-field_d0d5b35-0\" name=\"form_fields[field_d0d5b35][]\"> <label for=\"form-field-field_d0d5b35-0\">Retirement Goal Setting<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Social Security Analysis\" id=\"form-field-field_d0d5b35-1\" name=\"form_fields[field_d0d5b35][]\"> <label for=\"form-field-field_d0d5b35-1\">Social Security Analysis<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Cash Flow Analysis\" id=\"form-field-field_d0d5b35-2\" name=\"form_fields[field_d0d5b35][]\"> <label for=\"form-field-field_d0d5b35-2\">Cash Flow Analysis<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"IRA Contributions &amp; Roth Conversions\" id=\"form-field-field_d0d5b35-3\" name=\"form_fields[field_d0d5b35][]\"> <label for=\"form-field-field_d0d5b35-3\">IRA Contributions & Roth Conversions<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Review of Employer-Sponsored Plans\" id=\"form-field-field_d0d5b35-4\" name=\"form_fields[field_d0d5b35][]\"> <label for=\"form-field-field_d0d5b35-4\">Review of Employer-Sponsored Plans<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Annuities &amp; Pensions\" id=\"form-field-field_d0d5b35-5\" name=\"form_fields[field_d0d5b35][]\"> <label for=\"form-field-field_d0d5b35-5\">Annuities & Pensions<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"RMD&#039;s &amp; Withdrawal Strategies\" id=\"form-field-field_d0d5b35-6\" name=\"form_fields[field_d0d5b35][]\"> <label for=\"form-field-field_d0d5b35-6\">RMD's & Withdrawal Strategies<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Self-Employed Plans\" id=\"form-field-field_d0d5b35-7\" name=\"form_fields[field_d0d5b35][]\"> <label for=\"form-field-field_d0d5b35-7\">Self-Employed Plans<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Bucket List Items\" id=\"form-field-field_d0d5b35-8\" name=\"form_fields[field_d0d5b35][]\"> <label for=\"form-field-field_d0d5b35-8\">Bucket List Items<\/label><\/span><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-checkbox elementor-field-group elementor-column elementor-field-group-field_d27383f elementor-col-25 elementor-md-50\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-field_d27383f\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tInsurance Planning*\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t<div class=\"elementor-field-subgroup  \"><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Review of Existing Policies\" id=\"form-field-field_d27383f-0\" name=\"form_fields[field_d27383f][]\"> <label for=\"form-field-field_d27383f-0\">Review of Existing Policies<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Life Insurance Needs Analysis\" id=\"form-field-field_d27383f-1\" name=\"form_fields[field_d27383f][]\"> <label for=\"form-field-field_d27383f-1\">Life Insurance Needs Analysis<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Long Term Care Insurance Analysis\" id=\"form-field-field_d27383f-2\" name=\"form_fields[field_d27383f][]\"> <label for=\"form-field-field_d27383f-2\">Long Term Care Insurance Analysis<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Disability Insurance Analysis\" id=\"form-field-field_d27383f-3\" name=\"form_fields[field_d27383f][]\"> <label for=\"form-field-field_d27383f-3\">Disability Insurance Analysis<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Health Insurance Review\" id=\"form-field-field_d27383f-4\" name=\"form_fields[field_d27383f][]\"> <label for=\"form-field-field_d27383f-4\">Health Insurance Review<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Homeowner&#039;s or Renter&#039;s Insurance Review\" id=\"form-field-field_d27383f-5\" name=\"form_fields[field_d27383f][]\"> <label for=\"form-field-field_d27383f-5\">Homeowner's or Renter's Insurance Review<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Liability Coverage\" id=\"form-field-field_d27383f-6\" name=\"form_fields[field_d27383f][]\"> <label for=\"form-field-field_d27383f-6\">Liability Coverage<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Health Savings Accounts\" id=\"form-field-field_d27383f-7\" name=\"form_fields[field_d27383f][]\"> <label for=\"form-field-field_d27383f-7\">Health Savings Accounts<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Medicare Advice\" id=\"form-field-field_d27383f-8\" name=\"form_fields[field_d27383f][]\"> <label for=\"form-field-field_d27383f-8\">Medicare Advice<\/label><\/span><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-html elementor-field-group elementor-column elementor-field-group-field_41ddb79 elementor-col-100\">\n\t\t\t\t\t<p style=\"font-size:14px\">*May coordinate with other non-affiliated professionals, which will have their own costs and agreement directly with client.<\/p>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-step elementor-field-group elementor-column elementor-field-group-field_cef0d4b elementor-col-100\">\n\t\t\t\t\t\t\t<div class=\"e-field-step elementor-hidden\" data-label=\"Services\" data-previousButton=\"Back\" data-nextButton=\"Next\" data-iconUrl=\"\" data-iconLibrary=\"fas fa-star\" data-icon=\"&lt;svg class=&quot;e-font-icon-svg e-fas-star&quot; viewBox=&quot;0 0 576 512&quot; xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot;&gt;&lt;path d=&quot;M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;\" ><\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-checkbox elementor-field-group elementor-column elementor-field-group-field_938ba52 elementor-col-25 elementor-md-50\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-field_938ba52\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tCash Flow & Budget\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t<div class=\"elementor-field-subgroup  \"><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Review of Income Sources\" id=\"form-field-field_938ba52-0\" name=\"form_fields[field_938ba52][]\"> <label for=\"form-field-field_938ba52-0\">Review of Income Sources<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"setting Goals Expenses &amp; Budgeting\" id=\"form-field-field_938ba52-1\" name=\"form_fields[field_938ba52][]\"> <label for=\"form-field-field_938ba52-1\">setting Goals Expenses & Budgeting<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Debt Management\" id=\"form-field-field_938ba52-2\" name=\"form_fields[field_938ba52][]\"> <label for=\"form-field-field_938ba52-2\">Debt Management<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Review of One-Time Expenses\" id=\"form-field-field_938ba52-3\" name=\"form_fields[field_938ba52][]\"> <label for=\"form-field-field_938ba52-3\">Review of One-Time Expenses<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Planned Large Expenses\" id=\"form-field-field_938ba52-4\" name=\"form_fields[field_938ba52][]\"> <label for=\"form-field-field_938ba52-4\">Planned Large Expenses<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Emergency Funding\" id=\"form-field-field_938ba52-5\" name=\"form_fields[field_938ba52][]\"> <label for=\"form-field-field_938ba52-5\">Emergency Funding<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Dollar Cost Averaging\" id=\"form-field-field_938ba52-6\" name=\"form_fields[field_938ba52][]\"> <label for=\"form-field-field_938ba52-6\">Dollar Cost Averaging<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Mortgage Review\" id=\"form-field-field_938ba52-7\" name=\"form_fields[field_938ba52][]\"> <label for=\"form-field-field_938ba52-7\">Mortgage Review<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Lines of Credit\" id=\"form-field-field_938ba52-8\" name=\"form_fields[field_938ba52][]\"> <label for=\"form-field-field_938ba52-8\">Lines of Credit<\/label><\/span><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-checkbox elementor-field-group elementor-column elementor-field-group-field_653d671 elementor-col-25 elementor-md-50\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-field_653d671\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tLegacy Planning\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t<div class=\"elementor-field-subgroup  \"><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Gifting\" id=\"form-field-field_653d671-0\" name=\"form_fields[field_653d671][]\"> <label for=\"form-field-field_653d671-0\">Gifting<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"College \" id=\"form-field-field_653d671-1\" name=\"form_fields[field_653d671][]\"> <label for=\"form-field-field_653d671-1\">College <\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Caring for Elderly\" id=\"form-field-field_653d671-2\" name=\"form_fields[field_653d671][]\"> <label for=\"form-field-field_653d671-2\">Caring for Elderly<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"529 College Savings Plans\" id=\"form-field-field_653d671-3\" name=\"form_fields[field_653d671][]\"> <label for=\"form-field-field_653d671-3\">529 College Savings Plans<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Roth IRA&#039;s for Children\" id=\"form-field-field_653d671-4\" name=\"form_fields[field_653d671][]\"> <label for=\"form-field-field_653d671-4\">Roth IRA's for Children<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"UGMA\/UTMA\" id=\"form-field-field_653d671-5\" name=\"form_fields[field_653d671][]\"> <label for=\"form-field-field_653d671-5\">UGMA\/UTMA<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Establishing Trusts\" id=\"form-field-field_653d671-6\" name=\"form_fields[field_653d671][]\"> <label for=\"form-field-field_653d671-6\">Establishing Trusts<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Successor Trustee\" id=\"form-field-field_653d671-7\" name=\"form_fields[field_653d671][]\"> <label for=\"form-field-field_653d671-7\">Successor Trustee<\/label><\/span><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-checkbox elementor-field-group elementor-column elementor-field-group-field_f5d2bfb elementor-col-25 elementor-md-50\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-field_f5d2bfb\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tTax Planning*\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t<div class=\"elementor-field-subgroup  \"><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Tax Sensitive Investing\" id=\"form-field-field_f5d2bfb-0\" name=\"form_fields[field_f5d2bfb][]\"> <label for=\"form-field-field_f5d2bfb-0\">Tax Sensitive Investing<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Review of Cost-Basis\" id=\"form-field-field_f5d2bfb-1\" name=\"form_fields[field_f5d2bfb][]\"> <label for=\"form-field-field_f5d2bfb-1\">Review of Cost-Basis<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Review Realized Gains\" id=\"form-field-field_f5d2bfb-2\" name=\"form_fields[field_f5d2bfb][]\"> <label for=\"form-field-field_f5d2bfb-2\">Review Realized Gains<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Carry Forward Losses\" id=\"form-field-field_f5d2bfb-3\" name=\"form_fields[field_f5d2bfb][]\"> <label for=\"form-field-field_f5d2bfb-3\">Carry Forward Losses<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Tax Loss Harvesting\" id=\"form-field-field_f5d2bfb-4\" name=\"form_fields[field_f5d2bfb][]\"> <label for=\"form-field-field_f5d2bfb-4\">Tax Loss Harvesting<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Deductions &amp; Credits\" id=\"form-field-field_f5d2bfb-5\" name=\"form_fields[field_f5d2bfb][]\"> <label for=\"form-field-field_f5d2bfb-5\">Deductions & Credits<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Potential Roth Conversions\" id=\"form-field-field_f5d2bfb-6\" name=\"form_fields[field_f5d2bfb][]\"> <label for=\"form-field-field_f5d2bfb-6\">Potential Roth Conversions<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Health Savings &amp; Flexible Spending Accounts\" id=\"form-field-field_f5d2bfb-7\" name=\"form_fields[field_f5d2bfb][]\"> <label for=\"form-field-field_f5d2bfb-7\">Health Savings & Flexible Spending Accounts<\/label><\/span><span class=\"elementor-field-option\"><input type=\"checkbox\" value=\"Tax Returns Review\" id=\"form-field-field_f5d2bfb-8\" name=\"form_fields[field_f5d2bfb][]\"> <label for=\"form-field-field_f5d2bfb-8\">Tax Returns Review<\/label><\/span><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-html elementor-field-group elementor-column elementor-field-group-field_f1166a7 elementor-col-100\">\n\t\t\t\t\t<p style=\"font-size:14px\">*May coordinate with other non-affiliated professionals, which will have their own costs and agreement directly with client.<\/p>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-step elementor-field-group elementor-column elementor-field-group-field_87b7274 elementor-col-100\">\n\t\t\t\t\t\t\t<div class=\"e-field-step elementor-hidden\" data-label=\"Send\" data-previousButton=\"\" data-nextButton=\"\" data-iconUrl=\"\" data-iconLibrary=\"fas fa-star\" data-icon=\"&lt;svg class=&quot;e-font-icon-svg e-fas-star&quot; viewBox=&quot;0 0 576 512&quot; xmlns=&quot;http:\/\/www.w3.org\/2000\/svg&quot;&gt;&lt;path d=&quot;M259.3 17.8L194 150.2 47.9 171.5c-26.2 3.8-36.7 36.1-17.7 54.6l105.7 103-25 145.5c-4.5 26.3 23.2 46 46.4 33.7L288 439.6l130.7 68.7c23.2 12.2 50.9-7.4 46.4-33.7l-25-145.5 105.7-103c19-18.5 8.5-50.8-17.7-54.6L382 150.2 316.7 17.8c-11.7-23.6-45.6-23.9-57.4 0z&quot;&gt;&lt;\/path&gt;&lt;\/svg&gt;\" ><\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-html elementor-field-group elementor-column elementor-field-group-field_1f3a368 elementor-col-100\">\n\t\t\t\t\tPlease leave your name and email, we look forward to speaking with you at your upcoming meeting.\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-text elementor-field-group elementor-column elementor-field-group-field_eee6be4 elementor-col-50\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-field_eee6be4\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tFirst Name\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<input size=\"1\" type=\"text\" name=\"form_fields[field_eee6be4]\" id=\"form-field-field_eee6be4\" class=\"elementor-field elementor-size-sm  elementor-field-textual\">\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-text elementor-field-group elementor-column elementor-field-group-field_b301269 elementor-col-50\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-field_b301269\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tLast Name\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<input size=\"1\" type=\"text\" name=\"form_fields[field_b301269]\" id=\"form-field-field_b301269\" class=\"elementor-field elementor-size-sm  elementor-field-textual\">\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-email elementor-field-group elementor-column elementor-field-group-field_e6c0f9b elementor-col-50 elementor-field-required\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-field_e6c0f9b\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tEmail\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<input size=\"1\" type=\"email\" name=\"form_fields[field_e6c0f9b]\" id=\"form-field-field_e6c0f9b\" class=\"elementor-field elementor-size-sm  elementor-field-textual\" required=\"required\" aria-required=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-tel elementor-field-group elementor-column elementor-field-group-field_c4c9418 elementor-col-50\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-field_c4c9418\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tPhone Number\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t\t\t<input size=\"1\" type=\"tel\" name=\"form_fields[field_c4c9418]\" id=\"form-field-field_c4c9418\" class=\"elementor-field elementor-size-sm  elementor-field-textual\" pattern=\"[0-9()#&amp;+*-=.]+\" title=\"Only numbers and phone characters (#, -, *, etc) are accepted.\">\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-type-textarea elementor-field-group elementor-column elementor-field-group-field_9791afb elementor-col-100\">\n\t\t\t\t\t\t\t\t\t\t\t\t<label for=\"form-field-field_9791afb\" class=\"elementor-field-label\">\n\t\t\t\t\t\t\t\tInclude a brief note\t\t\t\t\t\t\t<\/label>\n\t\t\t\t\t\t<textarea class=\"elementor-field-textual elementor-field  elementor-size-sm\" name=\"form_fields[field_9791afb]\" id=\"form-field-field_9791afb\" rows=\"8\"><\/textarea>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-field-group elementor-column elementor-field-type-submit elementor-col-100 e-form__buttons\">\n\t\t\t\t\t<button type=\"submit\" class=\"elementor-button elementor-size-sm\">\n\t\t\t\t\t\t<span >\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\" elementor-button-icon\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Send<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/button>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/form>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0111ea9 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"0111ea9\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/www.keystonefinancial.com\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Back to Homepage<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Check all services you would like to discuss in your upcoming review meeting Back to Homepage<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_canvas","meta":{"_acf_changed":false,"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","footnotes":"","compliance_id":"","post_disclaimer":""},"oi_page_folder":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/pages\/5920"}],"collection":[{"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/comments?post=5920"}],"version-history":[{"count":43,"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/pages\/5920\/revisions"}],"predecessor-version":[{"id":7311,"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/pages\/5920\/revisions\/7311"}],"wp:attachment":[{"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/media?parent=5920"}],"wp:term":[{"taxonomy":"oi_page_folder","embeddable":true,"href":"https:\/\/www.keystonefinancial.com\/wp-json\/wp\/v2\/oi_page_folder?post=5920"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}