Financial Diagnostic

Get a view of your finances today for a clear direction towards your financial life of tomorrow.

Our Financial Diagnostic is designed to review your finances through a holistic lens so that we may evaluate six fundamental financial planning considerations in detail.

Longevity

Outliving financial assets as the result of a longer life

Liquidity

Limited access to assets to meet life's unexpected financial needs

Inflation

Reduction in real purchasing power as the result of increasing cost of living

Market

Unexpected reduction in the value of financial assets at the time of withdrawal

Mortality

Loss of financial assets as the result of a partner's or spouse's death

Taxes

Decreasing retirement income as the result of increasing future tax rates

Possible Topics for Discussion

• Portfolio drawdown
• Critical target portfolio returns
• Medical powers of attorney
• Long-term care cost
• Asset correlation
• Durable powers of attorney
• Social Security income
• Portfolio diversification
• Trust options
• Pension
• Risk tolerance
• Tax-optimization strategies

• Retirement plan
• Fees
• Tax-loss harvesting
• Required Minimum Distributions
• Tum-over ratios
• Income tax bracket
• Guaranteed lifetime income
• Income-focused investments
• Deduction maximization
• Forecast expense
• Direct indexing
• Capital-loss deductions

• Liquid assets
• Value-based investing
• Charitable giving deductions
• Inflation protection
• Survivorship income needs
• Roth conversion
• Portfolio
• Life insurance
• Tax-free retirement income
• Portfolio efficiency
• Living will

Discover how to reduce the potential challenges of the investment landscape in retirement.

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