| Comprehensive Services Available Through Access Wealth Planning: |
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Estate Planning Wills Power of Attorney Living Will Health Care Proxy Estate Liquidity Taxation Trusts |
Retirement Planning Forecasting Taxation IRAs-SEPs-401Ks Pensions Social Security 401K Rollovers |
Investments Portfolio Management Quarterly Asset Evaluation Risk/Reward Analysis Tax-Free/Tax-Deferred Stocks and Bonds* Mutual Funds* Annuities Municipal Bonds* |
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Cash Management Budgeting Cash Flow Forecasting Financial Statements Financial Management Book Debt Restructuring Mortgages |
Risk Management Capital Needs Analysis Life Insurance Long Term Care Insurance Disability Insurance Health Insurance Property and Casualty Analysis |
Tax Planning Current/Projected Tax Deferrals Use of Tax Credits Investment Tax Planning Social Security Tax Planning |
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College Planning 529 Plans UGMA/UTMA Educational Savings |
Business Planning Employee Benefits Business Evaluation Succession Planning Buy/Sell Agreements Consulting |