| Your Financial Future |
Your financial needs are complex. Do you manage your own company? Or
have you just stepped onto your career path? Do you have children in your
dreams, children in diapers, children getting diplomas or getting married?
No matter what your situation, your financial success requires careful
planning and professional guidance to help ensure your individual goals and
needs are met. This checklist is designed to get you thinking about the
entire range of your financial needs, not just your investments, so that you
can participate in building a plan for your financial security.
In the grid below, the top SIX (6) categories represent the SIX (6) basic
components of the comprehensive financial strategy – the “big picture”
of financial success. Look at the items under each component. Then click
on the column header to consider additional needs.
have you just stepped onto your career path? Do you have children in your
dreams, children in diapers, children getting diplomas or getting married?
No matter what your situation, your financial success requires careful
planning and professional guidance to help ensure your individual goals and
needs are met. This checklist is designed to get you thinking about the
entire range of your financial needs, not just your investments, so that you
can participate in building a plan for your financial security.
In the grid below, the top SIX (6) categories represent the SIX (6) basic
components of the comprehensive financial strategy – the “big picture”
of financial success. Look at the items under each component. Then click
on the column header to consider additional needs.
| Tax Savings Strategies |
| Retirement |
| Retirement Plans |
| Long Term Care (LTC) |
| Wills |
| College |
| Trusts |
| Living Expenses |
| Employer Sponsored Plans |
| Disability Insurance |
| Living Expenses |
| Buy/Sell Agreement |
| Heirs |
| Long Term Care (LTC) |
| Liability Insurance |
| Wedding(s) |
| Executive Bonus Plans |
| Annuities |
| Elder Care |
| Health Care Plan |
| Life Insurance |
| IRA's |
| HSA's Health Savings Account |
| Charities |
| Diane M Weyrick |
| 952-758-7140 |
| 952-758-7139 |
| Securities, advisory services and insurance products are offered through Investment Centers of America, Inc. (ICA) member FINRA, SIPC, a Registered Investment Advisor and affiliated insurance agencies. DMW & ICA are separate and unrelated companies. ICA does not provide tax or legal advice; consult your tax / legal advisor concerning your particular situation. |
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