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For internal Skylight Financial Group use only.  Not to be shown or distributed outside the firm.
​Comprehensive Financial Planning: 6 Key Areas

Financial Position
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  • Know your current net worth
  • Track your current income & expenses
  • Manage your debt
  • Project your current net worth income & expenses
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Adequate Protection
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  • Help provide for survivors in case of premature death
  • Help protect a portion of income lost if disabled
  • Help protect your ability to meet your accumulation goals
  • Help protect your ability to pay off outstanding debt
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Wealth Accumulation Strategies
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  • Create & maintain adequate cash reserve strategies
  • Provide for education expenses
  • Buy a house or vacation home
  • Review your investment portfolio

Retirement Planning​
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  • Help ensure adequate retirement income
  • Government benefits
  • Employee benefit plans
  • Personal savings & investments
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Tax Reduction Strategies​
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  • Help Minimize federal & state income taxes
  • Help protect against future income tax liabilities
  • Help develop long term tax reduction strategies
​
Estate Planning​
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  • Determine Exposures to estate & inheritance taxes
  • Outline appropriate estate planning vehicles
CRN202512-3530817 | Disclosure & Licensing
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