We will prepare a comprehensive analysis of your existing financial situation, quantify and prioritize goals, identify deficiencies and recommend specific, customized solutions. The fees are dependent on the complexity of the issues and objectives and the size of your estate. Your plan will address the following topics (if applicable):
Investment Planning Analysis and Recommendations
Retirement Needs Analysis and Recommendations
Educational Funding Needs Analysis and Recommendations
Estate Tax Liability Projections and Recommendations*
Income and Asset Protection Needs and Recommendations
Debt Management Analysis and Recommendations
Survivor Needs Analysis and Recommendations
Long-Term Care Planning and Recommendations
*The financial analysis and recommendations does not constitute tax, legal, or accounting advice and neither John Hancock, Signator Investors, Inc., nor any of its agents, employees, or registered representatives are in the business of offering such advice. It is not intended for the use and can not be used by any taxpayer for the purpose of avoiding any IRS penalty. Anyone interested in these transactions or topics should seek the advice based on his or her particular circumstances from independent professional advisors.