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Planning and Analysis Services:
Our
Planning and Analysis Services encompass a variety of issues depending on the
needs of the client.
- Projections may include:
- Retirement Cash Flow
- Education Funding
- Survivor Needs Cash Flow
- Long Term Care Cash Flow
- Estate
Tax Estimate
- Review and Analysis:
- Existing Investments
- Investment allocation /
diversification,
- Risk vs
return, and
- Moral screening.
- Employer-Provided
- Retirement Benefits
- Insurance Benefits
- Estate Planning Documents
- Current Use of Debt and
Alternatives
- Existing
Insurance
- Review
of Charitable Giving Alternatives:
- Business Issues:
- Picking The Right Retirement
Plan
- Business Continuation
- Non-Qualified Deferred
Compensation
Many
clients begin their work with our firm by completing a comprehensive financial
plan (see The Financial Planning Process). When doing so, we will
automatically perform the appropriate planning and analysis from the above
list.
Dan Hardt Financial Services
“Where Your
Life and Your Money Work Together”
4350 Brownsboro Road, Suite 110 Louisville,
KY 40207 (502) 893-4381 info@hardtfinancial.com
Securities Offered through G.A. Repple & Company, A Registered Broker/Dealer and Investment Advisor, Member
NASD & SIPC,
101 Normandy Road, Suite 101, Casselberry, FL 32707 (407) 339-9090