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Working With You - Our Process

Utilization of the Pinwheel
“Our Process”

Introduction Meeting
  
Discovery
What’s important to you
Concerns
Goals
Gather documents
  
Design
Single topic or comprehensive
 
Cash Flow

Budgeting
 
Accumulation
Education
Purchase a home
Retirement
 
Risk Management

Protecting your assets
 
Investments
Matching investments with goals
Asset allocation
 
Business Planning
Executive benefits
Employee benefits
Business continuation
Business succession
  
Income Tax

Eliminate
Reduce
or defer
 
Estate Planning &
Wealth Preservation

Distribution
Death taxes
 
Presentation
Recommendations
 
Implementation
No procrastination
 
Monitor and Review
Key to ongoing success
 


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