PLAN CONTENTS

Basic Plan		FINANCIAL POSITION
		Asset Review
		Cash Flow Review
		Surplus Funds Analysis
		Emergency Cash Reserve
		Debt Management
		Mortgage Analysis
		INCOME TAX
		Overview of 1040 Filings
		Itemized Deductions
		Qualified Plan Savings
		Non-Qualified Accounts
		RETIREMENT PLANNING
		Review of Current Situation
		Summary of Retirement Inflows
		Insurance Products in Retirement      IRA/Qualified Plan Review
		PROTECTION PLANNING
		Life Insurance for Survivorship Needs
		Disability Insurance
		Long Term Care Insurance
		Property and Casualty Insurance
		EDUCATION PLANNING (if applicable)
		Review of Current Situation
		Summary of Available Education Savings
		Education Planning Ideas
		INVESTMENTS
		Risk Profile      Asset Cost Analysis
		Asset Allocation
		Investment options
		Use of Insurance Products
		ESTATE PLANNING
		Review of Current Situation
		Basic Estate Planning Documents
		Charitable Giving Strategies