Broker Check

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 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 Jack Oujo through his affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.

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