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
  • 1031 Exchange
  • REIT
  • Stock Options

Cash Flow and Debt Managment 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 Jack Oujo through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.

Asset allocation and diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.