Comprehensive Financial Plan


Item Number: cM - 318

Time Left: CLOSED

Value: $1,500

Online Close: Jun 7, 2009 11:59 PM EDT

Bid History: 0 bids

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Description

Whether you'd like to spend your retirement gardening, traveling or playing with your grandchildren, your retirement lifestyle depends entirely on how well you plan for the future.



Receive a comprehensive financial analysis and plan through A.G. Edwards' Financial Horizons service, offered by A.G. Edwards Vice President and Financial Consultant David Milowe. This comprehensive financial plan includes all of the analyses and reports listed below.



Financial Analysis Overview


  • Net worth statement

  • Cash flow analysis

  • Ideas for reducing income taxes

  • Disability planning



College Cost Planning




Portfolio Planning


  • Current asset allocation

  • Asset allocation strategy

  • Current vs. proposed asset allocations

  • Proposed asset allocation



Investment Planning


  • Fixed-income analysis

  • Stock portfolio review

  • Concentrated equity strategies

  • Mutual fund analysis



Retirement Planning


  • Wealth accumulation table

  • Proposed scenario

  • Sources of retirement income

  • Probability analysis



Estate Planning


  • Survivor income projections

  • Life insurance summary

  • Long-term care

  • Estate taxes

  • Estate planning strategies

Special Instructions

Please note: This financial planning service is only available to those with $500,000 or more in assets and who are residents of AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, UT, VA, VT, WA, WI or the Virgin Islands. Financial Horizons is a financial planning service in which A.G. Edwards acts as investment advisor with respect to accounts for which the firm is specifically appointed as investment advisor. This program does not cover implementation of any financial planning recommendations. Apart from this program (including in the implementation of any financial planning recommendations), A.G. Edwards is acting only as a broker-dealer unless the firm otherwise specifically indicates in writing, and the firm's obligations will vary with the role it plays. Please consult “Important Information About Your Relationship With A.G. Edwards” on agedwards.com/disclosures for a discussion of the differences between the firm’s brokerage and advisory services.


Winning bidder will receive certificate directly from vendor.  Not available for pick up at the Relay For Life of Newtown.  Please allow time for delivery.