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We manage a wide range of client’s portfolios on a discretionary basis including taxable, IRA, Roth, SEP/IRAs and individual 401(k) plans held at 3rd party custodians. We are also available to manage accounts of client’s company 401(K) plans, profit sharing plans, deferred compensation plans, stock options plans and others. |
 
- Data gathering
- Review client documents and statements
- Examples of financial goal planning may include travel, purchase of vacation property, home improvements, pay for a child's wedding, start a business, etc.
- Modeling of long-term Personal Financial Plans including retirement and education funding
- Analysis, as appropriate for life, disability, and long term care protection
- Recommendations on types of policies, and appropriate coverage
- Review and recommendations of the client's property and casualty coverage
- Consultation regarding strategies for philanthropic and multi-generational planning
- Consultation regarding insurance and estate planning strategies with our network of allied professionals
- Summarize plan results and action items
- Implementation of Personal Financial Planning results and recommendations
- Schedule Personal Financial Plan updating
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©2010 St. John & Associates, Inc. All rights reserved.
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