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Personal Process

SELF ASSESSMENT

Are you financially prepared both personally and in your business to reach the goals you set for life? Read through the bulleted items below to determine how prepared you are. Wealth Advisory Group is competently skilled in all areas listed below, email us at info@e-wealthadvisors.com or call us at 1-800-332-5465 if you find an area you have not addressed and seek guidance.

  1. Wealth Creation

    Personal Financial Profile:

    1. Write a plan for your financial objectives to reach your goals in life.
    2. Organize your personal and financial documents in one location.
    3. Determine your net worth.
    4. Analyze your portfolio to ensure you have enough money to send your children to college.
    5. Evaluate if you will be financially independent at age 65.

    Strategic Planning Overview:

    1. Establish a relationship with a trusted financial advisor.
    2. Review your investment portfolio for performance.
    3. Ensure that your family knows what to do in the case of your death.
    4. Calculate the real rate of your return on your investments before and after taxes.

    Defensive Planning:

    1. Compute your numbers to determine that your family will be taken care of financially in the event of your death.
    2. Analyze your portfolio to ensure you have enough money to survive in the event of disability.

  2. Wealth Accumulation

    Asset Management:

    1. Track your investment accounts and update your holdings.
    2. Design an asset allocation strategy and review it consistently.
    3. Organize all of your financial assets on one household wealth chart.

    Education Funding Strategies:

    1. Evaluate your savings in order to send your children to the college of their choice.
    2. Develop a strategy to give you sufficient capital in the case of market volatility.

    Private Investment Comparisons:

    1. Consider investing in private companies.
    2. Evaluate if private equity transactions are suitable for you.

    Non-Qualified Plans:

    1. Become knowledgeable about the available tax-deductible plans that apply to you.
    2. Maximize the annual tax deductions offered within the law.

    Management of Qualified Plans, Variable Life & Variable Annuities:

    1. Actively manage the assets in your 401(k), IRA, variable life and annuity accounts.
    2. Make tax-free transfers to suit your investment risk profile.

    On-Going Tax Efficiency Management:

    1. Evaluate your financial position with regards to your present tax bracket.
    2. Review your financial profile to determine if it is tax efficient.

    Performance Monitoring:

    1. Evaluate your investments for their returns before and after taxes.
    2. Compare your investments to other similar investments for their returns.

  3. Wealth Distribution

    Estate Planning and Distribution Strategies:

    1. Establish current wills and trusts that reflect your wishes and wealth distribution desires.
    2. Focus on tax reduction strategies that reduce or eliminate the high estate tax burden.
    3. Title your assets properly to allow for funding the Unified Credit Exemption amount to pass the maximum amount to your heir's tax-free.
    4. Develop a family plan for philanthropy and charitable giving.
    5. Evaluate if Family Limited Partnerships, GRATS or GRITS are useful to avoid taxes.
    6. Be aware of how to handle qualified plan rollovers, avoid premature distributions and invest your assets properly.