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Home | Stainsby Hurley | Financial Planning Offerings

Financial Planning Offerings

Scope of Financial Planning & Advice Services

Financial Planning Options:  Foundational   Core   Comprehensive   Advanced

 

Investments

  • Portfolio Reviews & Investment Advice
  • Asset Allocation & Rebalancing
  • Risk Tolerance
  • Dollar Cost Averaging

  • Concentrated Stock Positions Strategies
  • Withdrawal Strategies
  • Stock Option Analysis
  • Alternative Investments Strategies

Cash Flow

  • Contributions & Savings Strategies
  • Income & Expense Analysis
  • Emergency Funding
  • Debt Management

  • Large Purchase Funding
  • Lending & Financing Analysis
  • Advanced Strategies for Irregular Cash Flow

Retirement

  • Retirement Outlook & Timing Analysis
  • Retirement Plan Contributions
  • Retirement Income Strategies
  • Social Security Claiming Strategies

  • Medicare Analysis
  • Stress Testing
  • RMD Planning & Execution

Insurance & Risk Protection

  • Review Existing Policies
  • Life & LTC Insurance Needs Analysis
  • Health Care Planning
  • Disability Needs Analysis

  • Property & Casualty Analysis
  • Creditor Protection
  • Complex Insurance Trust Strategies

Income Tax

  • Portfolio Gain/Loss Review
  • Tax Mitigating Withdrawal Strategies
  • Roth Conversion Strategies
  • 1040/1041 Analysis

  • CPA Coordination
  • Passive Income Analysis
  • Business / Real Estate Purchase & Sale Analysis
  • Asset Transaction Analysis

Estate & Charity

  • Beneficiary Audit
  • Guidance for Basic Estate Documents
  • Detailed Estate Flow Analysis
  • Charitable Gifting

  • Estate Attorney Coordination
  • Estate Tax Mitigation Strategies
  • Private Foundations & Endowments
  • Generational Transfer Planning

Family Wealth

  • Net Worth Statement
  • College Education Planning
  • Gifting Strategies
  • Lifestyle Change & Relocation Analysis

  • Caring for Aging Parents
  • What-If Scenarios
  • Special Needs Planning
  • Family Financial Counseling & Education

Business

  • Self Employed Income Planning
  • Self Employed Retirement Plan Selection
  • Entity Structuring & Titling Review
  • Buy/Sell Agreement Analysis

  • Business Use of Insurance Strategies
  • Business Cash Flow & Debt Analysis
  • Business Transition Options & Timing Analysis

Important Disclosures: This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. LPL Financial Representatives offer access to Trust Services through The Private Trust Company, N.A., an affiliate of LPL Financial. Certain planning services may involve a separate planning fee depending on complexity, scope, and engagement structure. Existing advisory relationships may already include some planning services.

LPL Financial Member FINRA/SIPC

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