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 Avantax Investment ServicesSM , Member FINRA, SIPCAdvisory Services offered through Avantax Advisory ServicesSM. Eagle Harbor Financial is not a registered broker/dealer or registered investment advisory firm.