In this step we will do a comprehensive analysis of your information to assess your current situation (cash flow, net worth, tax projections etc.)

We will identify any problem areas or opportunities with respect to your: 

  • Capital needs 
  • Risk management needs and coverage
  • Investments
  • Taxation
  • Retirement planning
  • Employee benefits 
  • Estate planning
  • Special needs (i.e. adult dependent needs, education needs, etc.)

Proceed to Step 5: The Comprehensive Wealth Plan