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Process Flowchart
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Process Flowchart
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Process Flowchart

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The Living Balance Sheet Process

The Living Balance Sheet Process

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  • Compliance Tracking # 2006-6231
  • Compliance Tracking # 2006-6231
  • Transcript

    • 1. Process Flowchart
    • 2. Assets &amp; Investments Forest Hills Financial Group Planning Process Steps &amp; Flowchart Introduction Protection Liabilities &amp; Cash Flow Recommendation Celebration &amp; Implementation <ul><li>Verify Data </li></ul><ul><li>Discuss Protection areas </li></ul><ul><li>Submit applications </li></ul><ul><li>Good Debt vs. Bad Debt </li></ul><ul><li>Be your own bank </li></ul><ul><li>Measure Inputs &amp; Outputs which grow wealth </li></ul><ul><li>Measure Tax &amp; lost opportunity cost which diminish wealth </li></ul><ul><li>Analyze strategy opportunities </li></ul><ul><li>Verify values and wealth results </li></ul><ul><li>Implement Strategies </li></ul><ul><li>Finalize products if needed </li></ul><ul><li>Living Balance Sheet </li></ul><ul><li>“ Values”. Conversation </li></ul><ul><li>Intro of Process &amp; Team </li></ul><ul><li>Define Commitments </li></ul>Annual Review
    • 3. Nick Caporaso, RFC, MDRT Financial Advisor, Investment Advisor Representative Forest Hills Financial Group &amp; The Guardian Life Insurance Co. 95-25 Queens Boulevard, 10 th Floor Rego Park, NY 11374 Office: (718) 475-5310 Mobile: (516) 690-3275 Fax: (718) 475-5364 E-Mail: [email_address] www.fhfg.com Nick Caporaso is a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 95-25 Queens Blvd. 10th Floor, Rego Park, NY 11374 (718) 268-9255. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Nick Caporaso is registered in the states of NY, NJ, and CT and maintains his Series 7, 63, and 65 equity and advisory licenses. General Agent, the Guardian Life Insurance Company of America, New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Forest Hills Financial Group, Inc. is not an affiliate or subsidiary of PAS or Guardian. For the past 60 years, Forest Hills Financial Group has been helping clients build their assets and then preserve and conserve those assets through proper planning and protection. We are devoted to providing the finest in financial services to professionals, business owners and individuals. We accomplish this by meeting the needs, interests and financial objectives of our 40,000 plus loyal policyholders and clients. This is our passion as well as our profession.

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