• Organizing a comprehensive and an integrated Financial Condition Model for planning purposes.

• Making informed decisions regarding their financial situation and how they can best optimize the benefits of the wealth they have accumulated over time.

• Building a comprehensive financial strategy that truly reflects and embodies their personal goals, values and life objectives.

• Integrating that knowledge into their personal investment decisions.

• Determining the best strategy to maximize pension alternative and evaluating specific investments in light of their asset allocation decisions.

• Developing an exit strategy from their closely-held business.

• Eliminating capital gain taxes.

• Making informed decisions on retirement planning options and on age of retirement.

• Determining how much insurance they really need and how that need will change over time.

• Evaluating how much they could afford to gift to their children and /or grandchildren.

• Leveraging those gifts through the use of entity discounts to meet their overall estate planning goals.

• Dealing with generation-skipping issues and leveraging the generation-skipping tax exemption.

• Evaluating the feasibility of various methods of charitable giving.

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