BTI Professional - Financial Planning Program
Purpose
To provide financial advice
by John Lodwick, Certified Financial Planner, at a substantially reduced
hourly rate that encompasses a broad scope of financial concerns.
Investment Planning
Allocation and diversification
of stocks, bonds, and mutual funds. Management of risk. Qualified pension
plans such as 401k, 403b, SEP, Traditional IRA, Roth IRA, IRA rollover,
and Simple Plans.
Retirement Calculations
Will the client have enough
money to live on This will consider all pension, social security, trust
and any other expected income source.
Home and income property
purchases
How much house can the client
afford given the tax advantages of ownership. What are the pros and cons
of rental real estate? Cash flow analysis (including spreadsheet) for any
particular properties. How should you title real estate to maximize tax
benefits?
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Purchases such as cars, boats, and other items.
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Income shifting for estate and income tax purposes.
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The best and most tax efficient ways to sell or give assets.
FREE
OFFER
* Request more information
regarding our services and receive a free hour of financial consultation
(conditions apply: Email Us - Click Here |
