This time-saving reference provides all the tools required, including countless forms and checklists, illustrative examples, specific strategies for the ten most common client types, charts, and graphs. Reference appendixes highlight such information as tax rates, bond ratings, and present and future value tables. Every financial planning situation is addressed, including: equity investments, tax planning, retirement planning, insurance planning and risk management, and estate planning. Special client circumstances such as college funding, divorce, or adoption are taken into consideration.
Includes hundreds of forms, checklists, and charts, including real estate investments preference and suitability analyses, statements of financial condition and supporting schedules, and guidelines for obtaining adequate insurance and creating evaluations prior to estate planning.