Life Management
Net Worth Analysis
Income Needs Analysis
Automatic Required Minimum Distribution
Saving Goals
eBill Payments
Online Access
Cash Management
o Setup Monthly Electronic Transfer
o Direct Deposit
o Platinum Mastercard?
o 24/7 Fraud Protection
o Baird pays Foreign Transaction Fees
o ATM Access Through Mastercardฎ
o Rebates for ATM Transaction Fees
o Free Checks
o Award Points
Estate Planning
Review
o Wills
o Trusts
o Powers of Attorney
Business Succession Plan
Proper Account Trusts
Referrals To Outside Professionals
Philanthropy
Review
o Donor Advised Fund
o Charitable Remainder Trust
o Family Foundation
o Direct Donation
Referrals To Outside Professionals
Taxes
Manage Turnover
Update Cost Basis
Tax Overlay Management
Internal/External Assets
Referrals To Outside Professional
Risk Management
Review
o Life Insurance
o Long-Term Care Insurance
o Disability & Business Overhead
Social Security Benefit Analysis
Referrals To Outside Professionals
Liability Management
Review
o Home Loan
o Car Loan
o Credit Card Loan
o Business Loan
o Long-Term Care Insurance
o Disability
Debt Repayment Plans
Asset Management
Comprehensive Financial Plan
o Cash Flow Projection
o Annual Monitoring of Plan
Alternatives
o Hedge Funds
o Managed Futures
o Private Equity
Passive v. Active Manager Selection
External Retirement Plan Recommendations
Income Planning
Asset Allocation Plan
Rebalancing of Asset Allocation
ETFs, Mutual Funds, and/or Separately Managed Accounts depending on client
College Planning 1529 Plans
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