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Estate Planner
Standard Elite
Mini-Retainer
Concierge Wealth Mgmt
Financial Fitness
Suggested Topics

 

"If you would be wealthy, think of saving as well as getting"

Benjamin Franklin
 
 
"Experience is a hard teacher because she gives the test first, the lesson afterwards.
 
Vernon Sanders Law

 

 

 

 

 


Suggested Topics For Discussion
Depending on your retainer choice, consider the following areas for discussion;
  • Financial Planning
  • Portfolio Review and Analysis
  • Tax Planning
  • Educational Planning/Funding
  • Retirement Planning
  • Cash Flow and Budgeting
  • Insurance Review (All Types)
  • Record Keeping and Quicken Training
  • Goal Setting
  • Business Planning
  • Estate Planning
  • Investment Strategy
  • Real Estate Evaluation
  • Mortgage Analysis
  • Tax Prep and Audit Protection*
 
(*Tax Prep/ Audit Protection on Standard Retainer Only)

 

 

 

 

 


 

 

 

  © 2010 Zehnder Wealth Management