Broker Check

Our Financial Planning Checklist

Investment Management:

  • Asset Allocation Review
  • Peer Performance Review
  • Account Type Review
  • Retirement Income Plan

Cash Flow, Assets, and Debs:

  • Budget (Income/Expenses)
  • Emergency Savings
  • Consumer Debt
  • Mortgage

Insurance:

  • Health
  • Disability
  • Life
  • Auto
  • Home
  • Long Term Care

Retirement:

  • Work Retirement Plans
  • IRAs
  • Annuities/Life Insurance
  • Social Security

Gifting:

  • Children (Trust, UTMA, 529)
  • Charity
  • Parents

Estate:

  • Will/Living Trust
  • Beneficiary Review
  • POA Medical/POA Durable

Tax:

  • Tax Review
  • Tax Planning

Laurence Egle is an Investment Advisor Representative.  Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory Services offered through HD Vest Advisory ServicesSM. Eagle Harbor Financial is not a registered broker/dealer or independent investment advisory firm.