Downloads 2017-12-18T21:09:37+00:00
  • 529 Plan Funding Strategy Handout

    Summary of typical assumptions we make for clients who plan to pay for their childrens’ college, and calculation of annual saving recommendations.

  • Executor List

    Reference document intended to house all of your personal information so your executor or personal representative (the person who oversees the wrapping up of your estate) can easily access the details required to carry out their duties.

  • Beyond the Portfolio

    Checklist of topics important to a comprehensive plan. The topics address areas outside of your portfolio to help ensure all aspects of your plan are optimal.