Ten Key Wealth Management Areas

 

 

 

 

 

 

 

 

 

 

 

 

 

Cash Flow Management

  • Budgets
  • Net Worth Statements
  • Income Sources

Banking/Lending Services

  • Check Writing
  • Securities-Based Lending
  • Wire Transfers

Insurance Planning

  • Health and Disability
  • Life
  • Long-Term Care

Asset Management

  • Investment Portfolio
  • Employer-Sponsored Retirement Plan
  • Employee Stock Plans and Option Grants

Education Planning

  • 529 Savings Plans
  • Coverdell Education Savings Accounts
  • UGMA/UTMA Accounts

Tax Planning

  • Coordinating with CPA
  • Tax Harvesting

Retirement Planning

  • Qualified Plans
  • Distributions
  • Pensions

Issues Surrounding Estate Planning Strategies

  • Insurance Planning Services
  • Wills, Trusts, Power of Attorney

Charitable Giving During Life

  • Gifting to Children
  • Gifting to Relatives or Charitable Foundations

Wealth Transfer After Death

  • Gifting, Donor-Advised Philanthropic Funds
  • Distribution to Descendants

Stifel does not provide legal or tax advice.  You should consult with your legal or tax advisor regarding your particular situation. 

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