Transcript The Gift of Answers

The Gift of Answers® Blueprint
M
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Liquidity
Cash Assets
Social Security
Gov’t Programs
Qualified Plans
IRA 401(k)
Estate Planning
Wills/Trusts
Distribution
Planning
Life Insurance
Protection
Fixed / Equity
Investments
Titling of Assets
Individual/Joint
Assets
Charitable Giving Gifting to Children
Income Protection Cash Flows Debt Management
Employee Benefits
Deferred Comp
Stock Options
Special Needs
Planning
Future
Inherited Assets
Risk
Management
Liability Issues
Annuities
Fixed /Variable
Longevity Planning
Life Events
“Bucket List”
Private Banking
Tax Planning
The
Beneficiary Book
Legacy Planning
Ethical Wills
Business
Succession
Planning
This list is not intended to
be exhaustive or
complete. None of the
products, resources or
services mentioned
above are provided by
Addie Woods. Projects
requiring legal, tax, or
financial advice, or other
services not provided by
Addie Woods or its
representatives will be
referred to the
appropriate professional
(s). Peace of mind is
about the pursuit of a
mental state of calmness,
serenity and comfort.
There is no guarantee
that it will be achieved.
Ed Howat, Jr., CLU, ChFC, LUTCF, RCC ● Addie Woods Consulting Co LLC ● [email protected] ● 651.405.6644