9 Key Wealth Management Issues

 

Investment Management*
 
  • Portfolio Asset Allocation based on our clients' current situation, their future goals and objectives, their feelings about investing, and their family dynamic.
  • Monitoring and Maintenance of Portfolio Asset Allocation, including rebalancing and reallocation
Tax Planning
 
  • Individual Income Tax Preparation & Planning
  • Small Business Accounting Services
    • Business Set Up
    • Counsel
    • Computer
    • Taxes
  • Income, Gift, & Estate Tax Returns
  • Relocation Tax Issues
Family Risk Management
 
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Durable Power of Attorney
Legacy Planning
 
  • Charitable Gifting During Life
  • Titling of Assets
  • Executor/Successor Trustees
  • Distribution of Wealth to Heirs at Death
  • Charitable Inclinations after Death
  Education Planning
 
  • Gifting to Children/Grandchildren
 Cash Flow and Debt Management
 
  • Short Term Liabilities
  • Long Term Liabilities
  • Short Term Income Needs
  • Long Term Income Needs
 Special Situations
 
  • Wedding
  • Divorce
  • Inheritance
  • Special needs dependents
  • Special Purchases
 Retirement Planning
 
  • Qualified Plan/IRA Distribution Plan Issues
  • Stock Options Issues
  Business Planning
 
  • Ownership
  • Retirement Plans
  • Insurance
  • Cash Flow Management
  • Succession Planning

*These services are offered by Howard Kulp through his affiliation with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc.