The Fiduciary Review™ is a comprehensive and objective review of all your financial affairs including your investments, insurance and legal documents to determine how well they integrate with legal doctrine and tax code.
Our team meets with you to understand your goals and your intentions. We then determine what needs to reviewed. You provide us with the required material, and following our review, we provide you with a detailed report outlining your current state of business affairs. This report explains what is working, and what needs to be changed or improved.
The areas that can be reviewed are:
- Wills and trusts
- Life insurance policies
- Property & casualty insurance policies
- Risk management
- Retirement planning
- Charitable giving strategies
- Special care planning
- Relationship map
- Tax efficiency