FSO-2016
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The document discusses offering a Financial Second Opinion service that provides an independent review of a client's full financial picture, including investments, insurance, retirement strategies, estate plans, and more. The service coordinates with other advisors and provides a concise report on the client's existing financial matters and recommendations. It aims to give clients an objective opinion on their financial position and help ensure their financial health is not left to chance.
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- 1. You would get a second opinion for a serious medical condition. The Financial Second Opinion™ Your financial health is too important to leave to chance. What About A Second Opinion on Your Current Financial Plan? ®
- 2. • Investments • Life Insurance • Disability Income Insurance • Long-Term Care Insurance • Retirement Strategies • Estate Plan, Wills & Trusts • College Funding Strategies • Buy/Sell Analysis • Survivor Needs • Beneficiaries Our independent team of financial planners will coordinate with your other financial advisors such as your accountant, stock broker, lawyer and insurance agent to provide you with an objective opinion of your financial position. Our dynamic Financial Second Opinion™ offers you a report that will give you updated and concise information on vital financial matters that affect you and your family. This report will provide a review of your existing: To provide you with a life-impacting second opinion of your financial position... life-impacting second opinion F O C U S A R E A S The Financial Second Opinion™ Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial. © Integrated Financial Partners. All rights reserved. WEALTH TRANSFER Taxes can significantly shrink the size of your estate. Have you explored options to potentiallyreduceyourtaxes?Byworkingwith your attorney to review your asset ownership, wills and trusts, we can highlight your full estate tax exposure. RETIREMENT PLANNING With retirement often lasting for 20 years or more, you may be concerned aboutoutlivingyoursavings.Wecanhelpyou choose strategies that aim to accumulate wealth for your retirement income needs. INVESTMENT PLANNING You have options for investing your current assets and future savings based on your financial goals. We can help you to analyze your current portfolio, identify objectives and evaluate risk tolerance to develop an appropriate and customized asset allocation strategy. BUSINESS OWNER PLANNING Your business is most likely your single largest asset. Together with your accountant, we provide a comprehensive plan that may potentiallyreducetaxes,createcashflowsolutions, resolve family conflicts and implement options to transfer your business to the next generation. www.IFPadvisor.comsolid strategies for changing times®