Broker Check

Level Three

You have some of the characteristics of a Level Two, but to a more complex degree.

You are established in your career or approaching retirement.

You have a benefits package with your employer that should be evaluated in regards to your:

1. 401(k) , Roth, or Pension 2. Life Insurance 3. Disability Insurance 4. Long Term Care Insurance

You have already accumulated a moderate level of investments.

You have additional personal insurance policies that need to be evaluated.

You want to build a framework for making future financial decisions.

Your comprehensive financial plan would typically include the following:

  • Cash flow management
  • Debt management
  • Life, health, long term care, disability, and umbrella insurance review
  • Investing
  • Developing an asset allocation plan
  • Retirement planning
  • Income tax planning
  • Estate planning

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