Investment Strategy Review How is your investment strategy working out? What should you do with existing or anticipated investments? How would you manage the following?Lump sum retirement rolloversInsurance or divorce settlementsProceeds from the sale of a home or businessInheritancesLottery winningsEmployment bonusesUltimately, investments will provide income – whether to you, your creditors, your heirs, or the IRS. Which investment should you take income from? How can you control taxes in both the accumulation and distribution phases of your investment strategy? Will you have enough to support your lifestyle for the remaining lifetime of both you and your spouse? How much of your investment portfolio is set aside to cover the expenses of a long term illness?These and other important issues should be reviewed periodically as your situation and economic conditions change significantly. Our Investment Strategy Review provides the following for you:Discovery of values-based goals (Who do you want to benefit and how? What do you want to happen?)Summary of Prioritized Goals withTime frameMoney neededFeasibility Analysis for achieving goalsExisting Portfolio Asset AllocationInvestment Risk AnalysisCurrent Balance SheetAccount Ownership ReviewEstate Distribution of AccountsAnalysis of current situation (What may happen - without changes?)Consideration of special needsDiscussion of Income Tax Control OptionsProposed Investment Policy StatementWhy not verify that your investments are positioned as effectively as they could be and see how your current strategy may impact your retirement goals and lifestyle by completing the secure, interactive financial planning tool. Let's get started today!