Please enable JavaScript.
Coggle requires JavaScript to display documents.
Financial Plan Implementation (Managed Money (DCA new money into target…
Financial Plan Implementation
Managed Money
Create model portfolio
Trades placed in NetX
DCA new money into target portfolio
Tactical management of account
Sell out of target positions
Supress target model
DCA back into target positions
Tax Planning
EATA run What If Projections
Propose EATA to do Taxes
Life & LTC
Request Illustrations
Get appointed with CRUMP
Prepare applications
Risk Management
Estate/Inheritance Planning
College Planning
Cash Flow/ Income Distribution Planning
Lifestyle worksheet
Cash flow chart from MGP
.XLS of sources of income
Business Planning
Succession/ Continuity Planning
Employee Benefits
Retirement Planning