The Financial Planning Universe
•Wills Probate
•Beneficiary Planning
•Living Wills
•Trusts
•Durable Power
•Special Needs
•Equalization
•2nd Marriage
•IDIT / ILIT
•Dynasty Trust
•Discount Gifting
•GST Planning
•GRAT
•QPRT
•Charitable Trusts
•Lifetime Gift
•Estate Freeze
•Stretch IRA
•Credit Shelter
•Annual Gifting
•CRT /CLAT
•Donor Adv Fund
•Private Foundation
•Direct Gifts
•Gift Annuity
•Health Ins.
•COLI
•Long Term Care
•Dental Vision
•HSA
•EE Retain
•Disability / Life Ins.
•Monte Carlo Risk
Analysis
•Investment Policy
Statement
•Tax Efficiency
•Portfolio Optimization
•Stocks
•Mutual Funds
•ETF
•CD's MMKT
•Govt. Notes Bonds
•Annuities
•Bonds
•Hedge Funds
•IRS Approved
Tax Shelters
•Managed Futures
•Private Equity
•Oil &Gas
•Real Estate
•Commodities
Investment
Planning
•Funding
•Valuation
•Growth Planning
•Success Mgt.
•ESOP
•Buy-Sell
•Exit Strategy
•NQDC
•Exec Bonus
•Top Hat
•Split Dollar
•Phantom Stock
•Stock Options
•SERP
•NQDC
•Social Security
•Asset Sale
•SERP
•Inheritance
•Budgeting
•Cash Flow
•Education
•Emergency Fund
•MortgagePayoff
•Long Term care
•Income Taxes
•Insurance
•Specific Asset Purchase
•Stock Option Strategies
•Margin Strategies
•Large Equity Positions
•1031 /1035 Exchanges
•Special Needs Planning
•NQEE Benefits &
Distributions
•Investing For Gifting
•IRA
•KEOGH
•Roth IRA
•457 (b)
•Solo 401 (k)
•Simple
•SEP
•401(k)
•Def. Contribution
•403 (b)
•Defined Benefit
•Beneficiary Planning
•IRD
•Required Minimum
Dist.
•Stretch Planning
•Pre 59 112
•Cash Flow Needs
Retirement
Planning
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors and The Wealth Consulting Group are
separate entities from LPL Financial. Not all services mentioned are available through LPL Financial, The Wealth Consulting Group, or WCG Wealth Advisors.
•Simple
•SEP
•401(k)
•Def. Contribution
•Def. Benefit
•403 (b)