10 Key Wealth Management Issues
Investment Planning Issues*
- Asset Allocation
- Diversification
- Correlation of Investments, Funds, and Managers
- Concentration Issues
- Passive Loss and Passive Income Issues
- REIT
- Stock Options
Cash Flow and Debt Management Issues
- Credit Products Issues
- Coordination of all Credit Products
- Banking Services Issues
Family Risk Management Issues
- Life Insurance Coverage
- Long-Term Care Coverage
- Disability Income Coverage
- Liability/Casualty Coverage
- Power of Attorney Issues
- Continuity Issues
- Control Issues
Retirement Planning Issues
- Investment Concerns/Issues*
- Contribution Issues
- Pre-59 1/2 Distribution Issues
- 59 1/2 to 70 1/2 Distribution Issues
- Required Minimum Distribution Issues
Education Planning Issues*
- 529 Plans
- Coverdell Education Savings Plans
- Educational Trusts
Legacy Planning Issues
- Titling of Assets Issues
- Selection of Executor/Trustee Issues
- Gifting Issues
- Charitable Gifting Issues
- Gift and Estate Tax Issues
- Control Issues
Business Planning Issues
- Employee Benefits
- Business Financing
- Business Risk Management
Special Situations Planning Issues
- Special Needs Planning
- Divorce Planning
- Life Changes Planning
Tax Issues
- Income Tax Preparation
- Accounting Services
Coaching Points
- Continuing Education
*These services are offered by Neil Kriegstein through his affiliation with Royal Alliance and Royal Alliance.
Asset allocation and diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.