Income Tax Planning

Our Services

Investment Planning

Review of Portfolio
Asset Allocation
Time Horizon
Withdrawal Strategies
Investment Policy Statement
Stock Concentration
Review of Investments held outside of SFG

Retirement Planning

Retirement Goal Setting
Social Security and Medicare
Business Planning
IRA Contributions and Conversions
Employer-Sponsored Plans & 401(k)s
Annuities and Pensions
RMD’s and Withdrawal Strategies
Self-Employed Retirement Plans

Cash Flow and Budgeting

Income Sources
Expenses and Budgeting
Debt Management
One-Time Expenses
Planned Large Expenses
Emergency Funding
Dollar Cost Averaging
Mortgage Review

Estate Planning and Charitable Giving

Trusts
Irrevocable Life Ins. Trusts
Estate Tax Strategies
Guardians for Minor Children
Charitable Giving and Trusts

Review of Cost-Basis
Review Realized Gains
Carry Forward Loses
Tax Loss Harvesting
Deductions and Credits
Potential Roth Conversion
Health Savings Account
Flexible Spending Account

Risk Management & Insurance

Review of Existing Policies
Life Insurance Needs
Long Term Care Insurance
Health Insurance
Homeowner’s Insurance
Renter’s Insurance
Liability Coverage

Assistance to Loved Ones

Gifting
Caring for Elderly
Education Planning
529 College Savings Plans
Roth IRA’s for Children
UGMA/UTMA

Scheeler Financial Group, LPL Financial, and Private Advisor Group do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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