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 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.

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Jack Oujo is a registered representative with the following registrations 6, 62, 63, 65, 52, 22 and can transact business with clients in AL, AZ, CA, CO, FL, GA, IN, MD, MA, MS, MO, NJ, NY, NC, OH, PA, SC, TX, VA and WI. Anna Michal is a registered representative with the following registration series 6 and can transact business with clients in NJ. Loretta Sohan is a registered representative with the following registration Series 6, 63 and can transact business with clients in NJ. Jack Oujo is also an investment adviser agent licensed in AZ, CA, FL, IL, IN, MD, MA, MO, NJ, NY, NC, PA, SC, TX, VA, and WI. Jack Oujo is also an insurance agent licensed in NC, NJ, NY and TX. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.

Jason Gordon is a registered representative with the following registration of Series 6 and can transact business with clients in NJ. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.

Anthony Sandomierski is a registered representative with the following registration of Series 7 and can transact business with clients in NJ. Anthony is also an investment adviser agent licensed in NJ. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.

Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory Services offered through HD Vest Advisory ServicesSM, 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000.

Jack Oujo CPA, Inc. is not a registered broker/dealer or independent investment advisory firm.

Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services® or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.