Bid on this item to receive 2 hours of Financial Planning with Phil Harriman.  Mr. Harriman is a Chartered Financial Consultant.  His expertise in assisting family business owners and Baby Boomers is recognized nationally.  With over 30 years of experience, his insight and solutions could be the most important time you've ever spent confidentially preparing for a dignified retirement whilst building a legacy for your children and/or grandchildren. 

Estate Analysis
Review of family holdings:  property, employment interests, insurance, inheritance, ownership interests and current legal documents; calculation of settlement expenses and taxes.

Business Succession & Key Employee Retention Analysis
Develop or review existing plans for multi-owner business to provide for orderly purchase of a departing owner in the event of disability, death or retirement.  Key employee retention and incentive planning.

Survivor Income Analysis
Review of the total survivor income available from life insurance, employee and government benefits, investments and other sources.  Determine adequacy of income, shortages and alternate solutions.

Retirement Income Analysis
Projecting the anticipated income at retirement from all sources, including employee benefits, private plans, investments, insurance and government benefits.  Recommendations for how to increase the projected income and offset inflation.

Retirement Plan Distribution Analysis
Evaluating the distribution alternatives of qualified retirement plans, such as IRA, TSA, 401K, Profit Sharing, Money Purchase Pensions, projected to retirement, with illustration of net income after retirement.

Investment Policy Statement
Analysis of present investment holdings and current allocation.  Designed to help you bring current and future holdings into alignment with your personal objectives and retirement circumstances.