Once you have strategies in place, it's time to execute a plan. With a wide array of strategies, your advisor will help you find the right ones based on your needs.
Here are a few examples.**
Ben
33-year-old screenwriter
Married, with 18-month-old
His Goals & Solutions
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Fund my child's education
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Coverdell ESA
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529 College Savings Plan
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UGMA/UTMA
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Build up an emergency fund
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Deposits
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Money Market Savings
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Bank & Brokered CDs
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Ensure my investments reflect my values
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Managed Solutions
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Socially Responsible and Values-Based Investing
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Proxy Services
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Maintain or remodel my home
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HELOC
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LMA
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Beth
56-year-old advertising executive
Divorced with a teenager and caring for her mom. 5 years away from retirement
Her Goals & Solutions
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Fund my child's education
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Coverdell ESA
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529 College Savings Plan
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Help make sure my money doesn't run out in retirement.
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IRA
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Roth
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Rollover, Annuities
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Cover my health care costs
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Long-Term Care Insurance
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Health Savings Account
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Buy a boat, car, plane, art or other leisure item.
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HELOC
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LMA
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Credit cards
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Bridget
76-year-old volunteer
Widow with 6 grandchildren
Her Goals & Solutions
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Cover my potential health care costs
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Health Savings Account
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Long-Term Care Insurance
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Transfer and protect wealth/assets
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CMA for Trust
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TMA
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Dynasty Trust
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Support my favorite charities during my lifetime and beyond
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Donor Advised Fund
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Private/Family Foundation
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Charitable Lead Trust
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Pursue passions and interests
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LMA
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Preferred Deposit
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Structured Lending
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