BCC4127_DevjiChecklist
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Al Devji is a registered representative who offers financial planning and investment advisory services through MML Investors Services. Devji Wealth Management is not affiliated with MML Investors Services. The document includes an 8 question checklist to assess factors impacting financial security in retirement, such as having the proper investments, estate planning, health coverage, and tax planning. It encourages the reader to meet with a financial professional like Al Devji if they did not answer yes to all the questions, as he has 20 years experience helping clients prepare for retirement and meet life goals.
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![BCC4127 814 CRN000000-000000
1140 Route 22 East, Suite 202 | Bridgewater, NJ 08807
Direct: 732-734-8888 | Fax: 732-410-6974
Email: adevji@financialguide.com
www.DevjiWealthManagement.com
Al Devji is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC.
Member SIPC; 1140 Route 22 East, Suite 202, Bridgewater, NJ 08807 (908) 704-1800. Devji Wealth Management is not an affiliate or subsidiary of
MML Investors Services, LLC or its affiliated companies.
Devji Wealth Planning
An Office Of MetLife
60 Second Financial Checklist B
Read each item below and place a check in the Yes or No column.
Factors impacting Financial Security in Retirement Yes No
1. Do I know what types of investments I need and how to structure my portfolio in order
to sustain my lifestyle?
2. Have I taken the necessary steps to assure my spouse and family can sustain their
lifestyle if I pass away?
3. Do I have the right type of health coverage to protect myself (us) as I get older?
4. Have I updated my will in the past 5 years?
5. Have I made provisions for someone to step in if my memory or physical capabilities
weaken over time?
6. Have I effectively protected my assets so a long-term illness will not significantly impact
my estate?
7. Do I know what tax liability I will incur when I sell assets such as home, stocks?
8. Have I structured my estate to minimize taxes and maximize the long term benefit for
those I choose to help?
If you answered YES to all questions, then congratulations.
If not, it is important for you to meet with a Financial
professional and address these issues. For approximately
20 years, Al Devji has helped families and professionals
prepare for retirement and accomplish important life goals.
Call Al Devji at 908-497-2658.
Today’s Date Name (first) (last)
Address City State Zip
Res# Cell# Off# ext. Email Address
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The document outlines 12 important actions to take before retiring. They include: completing a master retirement cash flow spreadsheet; choosing primary tax, investment, and legal advisors; choosing a preferred retirement date; setting up direct rollover planning calls; completing an investment cash flow plan; setting up annual tax planning calls; building a document vault; updating your estate plan and choosing a trustee; projecting finances and lifestyle at age 70; running "crisis fire drills" to prepare for potential financial crises; choosing post-retirement activities and avocations; and setting performance review discipline to track investments. Taking these steps can help prepare financially and practically for retirement.
Building A New Industry.2009
The document discusses the need for a new solution in the changing financial world to help families reach their goals. It outlines problems with the current financial services industry like debt, lack of savings, and job insecurity. It introduces World System Builders as a company that wants to build financial relationships and businesses by teaching people about finances, creating plans, and providing ongoing support and checkups. The goal is to revolutionize the industry and help one million associates worldwide.
ROBABEL-BOOKLET_24PP
Rob Abell started Will Planning Solutions after working in finance. He helps clients arrange their legal and financial affairs through wills and estate planning. The document discusses wills and estate planning, including business succession planning, avoiding cheap wills, why to use Will Planning Solutions, and risks of not having a will such as intestacy or family disputes over inheritance. It provides an overview of services related to wills, trusts, powers of attorney, and funeral planning to help clients plan and protect their estates.
Protect your loved_ones
Julia Gillard to pay up to $1,000pa to protect your loved ones! You can give your family financial security
July issue2021 (1)
I am glad that our small quarterly magazine "Life-A Promise" has published on time. The extraordinary achievements of the children always motivated me. I am proud to be able to highlight the achievements of some of the children of Shillong in this issue.. Everbloom K. Nongrum, Miss Bipasha Dhar, Master Arman Sharma, Master Saruya Kanuar, Miss Debashmita Chakraborty these five little children has done extraordinary jobs in their respective field. This issue is the witness of their achievements. Our Best Wishes to these little kids. Gopinath Sir's wonderful article is like a gift to us. We must read again and again "Why Discipline savings is always ahead than financial intelligence". With your good wishes and love, I will go ahead with something new again. Thank you
July issue2021
I am glad that our small quarterly magazine "Life-A Promise" has published on time. The extraordinary achievements of the children always motivated me. I am proud to be able to highlight the achievements of some of the children of Shillong in this issue.. Everbloom K. Nongrum, Miss Bipasha Dhar, Master Arman Sharma, Master Saruya Kanuar, Miss Debashmita Chakraborty these five little children has done extraordinary jobs in their respective field. This issue is the witness of their achievements. Our Best Wishes to these little kids. Gopinath Sir's wonderful article is like a gift to us. We must read again and again "Why Discipline savings is always ahead than financial intelligence". With your good wishes and love, I will go ahead with something new again. Thank you all.
July issue2021
am glad that our small quarterly magazine "Life-A Promise" has published on time. The extraordinary achievements of the children always motivated me. I am proud to be able to highlight the achievements of some of the children of Shillong in this issue.. Everbloom K. Nongrum, Miss Bipasha Dhar, Master Arman Sharma, Master Saruya Kanuar, Miss Debashmita Chakraborty these five little children has done extraordinary jobs in their respective field. This issue is the witness of their achievements. Our Best Wishes to these little kids. Gopinath Sir's wonderful article is like a gift to us. We must read again and again "Why Discipline savings is always ahead than financial intelligence". With your good wishes and love, I will go ahead with something new again. Thank you.
Bail USA PowerPoint Regional
Brett Smith is a regional development coordinator for Bail USA who can be contacted by phone, fax, email or through the company website for questions about bail bond forms, laws and underwriting authority in different states. The document provides contact information for Brett and other regional coordinators, best practices for bail agents, and an overview of the states each coordinator covers.
Medicaid And Protecting Wealth In Retirement
This presentation provides an overview of the road map needed to avoid the land mines and traps related to Medicaid. Proper planning is needed to preserve a legacy, cover final expenses and still be eligible for all available Medicaid benefits.
NOAH Northern California Overview
The document discusses the National Organization of Assistance to Homeowners (NOAH) in Northern California and its partnership with the Twin Builders Foundation Corporation (TBFC) to help homeowners facing foreclosure. It describes TBFC's financial wellness program and "Full Circle Package" that provides debt management, credit education, and other services. It also details TBFC's HOPE software system for financial wellness and mentions class action lawsuits filed against lenders for inaccurate loan documents and foreclosure violations. Homeowners are encouraged to become members of TBFC for $5,000 to receive legal assistance and stay in their homes while lawsuits proceed.
Employee Financial Resource Program
Help Employees Reach Their Financial Goals - Regardless of the size of your business or the
type of benefits you provide, the Employee
Financial Resource Program offers you many
advantages • Highlights what you provide to your
employees as the foundation of their financial
security, which reinforces goodwill and helps
employee morale and retention
• May increase productivity as employees
gain more control over their financial future
• Allows you to distance yourself from offering
financial advice
• Facilitates offering another valuable benefit to
your employees, with no cost to you
Geltrude-Divorce Services FINAL 7-21-15
Divorce, and its associated emotional and financial impacts, will affect more than 50% of all people who marry. Geltrude & Company provides divorce services to help clients develop a financial plan for divorce, including business valuations, asset tracing, income analyses, determining alimony and child support awards, and advising on tax and economic issues. Obtaining a fair financial settlement should be the goal, and engaging experienced professionals is essential. Their services help clients avoid common tax traps, develop long-term financial plans, and prevent future problems.
Personal Care Home
Atlantic Healthcare Consulting provides services to help individuals start personal care home businesses. They offer packages that include developing a business plan, funding assistance, marketing support, and guidance on regulatory requirements. Their primary target market is baby boomers who will require more home care services as they age. The personal care home business is promising due to projected growth in the elderly population and increased demand for home care alternatives. Atlantic Healthcare Consulting aims to make it easy for individuals to launch and run successful personal care home businesses with their assistance and support.
CS2FS What to expect from Advisors.pptx
This document provides advice on financial planning considerations for those diagnosed with cancer. It discusses how financial institutions, advisors, and insurance agents can help by keeping finances organized, accessing specialized services, and ensuring proper documentation is in place. Key questions are outlined to ask about accounts, products, fees, benefits, tax implications, and insurance policies. Regular financial reviews are recommended to ensure goals and plans remain on track. Federal and provincial assistance programs are also noted. The overall message is that seeking help from professionals can help focus on treatment and recovery by keeping financial affairs in order.
Similar to BCC4127_DevjiChecklist (20)
BCC4127_DevjiChecklist
- 1. BCC4127 814 CRN000000-000000 1140 Route 22 East, Suite 202 | Bridgewater, NJ 08807 Direct: 732-734-8888 | Fax: 732-410-6974 Email: adevji@financialguide.com www.DevjiWealthManagement.com Al Devji is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC; 1140 Route 22 East, Suite 202, Bridgewater, NJ 08807 (908) 704-1800. Devji Wealth Management is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. Devji Wealth Planning An Office Of MetLife 60 Second Financial Checklist B Read each item below and place a check in the Yes or No column. Factors impacting Financial Security in Retirement Yes No 1. Do I know what types of investments I need and how to structure my portfolio in order to sustain my lifestyle? 2. Have I taken the necessary steps to assure my spouse and family can sustain their lifestyle if I pass away? 3. Do I have the right type of health coverage to protect myself (us) as I get older? 4. Have I updated my will in the past 5 years? 5. Have I made provisions for someone to step in if my memory or physical capabilities weaken over time? 6. Have I effectively protected my assets so a long-term illness will not significantly impact my estate? 7. Do I know what tax liability I will incur when I sell assets such as home, stocks? 8. Have I structured my estate to minimize taxes and maximize the long term benefit for those I choose to help? If you answered YES to all questions, then congratulations. If not, it is important for you to meet with a Financial professional and address these issues. For approximately 20 years, Al Devji has helped families and professionals prepare for retirement and accomplish important life goals. Call Al Devji at 908-497-2658. Today’s Date Name (first) (last) Address City State Zip Res# Cell# Off# ext. Email Address L0412254896[exp0513][NJ]