8/6/2019 Wealth Management Show SL

1/7

Steve London

COMPREHENSIVE WEALTH MANAGEMENT SERVICES

Insurance Planning Retirement Planning Investment Planning Financial Planning Estate Planning

Whole LifeDefined Contribution

Plans Asset AllocationCPA/ Accounting

Services Will Planning

Term Life Defined Benefit Plans Diversification Asset Protection Trust Services

Long-Term Care Executive Compensation Risk Assessment Beneficiary Analysis

Intergenerational

Wealth Planning

Disability Annuities Tax Consequences College Planning Charitable Giving

ILIT's IRA's Portfolio Management

Business Succession

Planning

Family Limited

Partnerships

Your Total Wealth Management Solution

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Investment

Management

FINANCIAL

ADVISOR

Risk Management &

Insurance

Banking ServicesTrust & Estate

Planning

Tax Preparation &

Planning

Alternative

Investments

Financial Planning

Hedge Funds Private Equity Venture Capital

Separate AccountsMutual Funds

Real Estate Investments

Minimizing Capital GainsStock Option ExerciseLow Basis EquityDiversification

Estate Plan DevelopmentTrust & Will PreparationFiduciary Management

Credit Cash Management Checking Mortgages

Asset AllocationLiquidity NeedsRisk Management

Retirement Planning

Property & CasualtyLife InsuranceAnnuities

Source: SpectremGroup

8/6/2019 Wealth Management Show SL

3/7

Insurance

Planning

Financial

Planning

Estate

Planning

COMPREHENSIVE WEALTH MANAGEMENT SERVICES

Investment

Planning

Steve London

Retirement

Planning

ILITsBusiness

Succession Planning

Family Limited

Partnerships

Portfolio

ManagementIRAs

Long Term CareBeneficiary

Analysis

Intergenerational

Wealth PlanningRisk Assessment

Executive

Compensation

Term Life Asset Protection Trust ServicesDiversificationDefined

Benefit Plans

DisabilityCollege

Planning

Charitable

GivingTax ConsequencesAnnuities

Permanent LifeCPA-Accounting

ServicesWill PlanningAsset Allocation

Defined

Contribution Plans

8/6/2019 Wealth Management Show SL

4/7

Accumulation & Cash Flow Plan

Retirement Plan

Asset Protection &

Estate PlanInvestment Plan

Integrated Financial Plan

8/6/2019 Wealth Management Show SL

5/7

Accumulation

& Cash Flow

Plan

Investment

Plan

Asset

Protection

& Estate

Plan

Retirement

Plan

Integrated

Financial Plan

Cash flow base plan established

Cash flow proposed plan established

Cash flow aligned with plan objectives

Continuous monitoring and updatesSavings and principal additions

Reflect cash flow needs

Align investment objectives

Align planning objectives

Diversification/reduced volatility

Tax efficiency and control

Custom benchmarks established

Ongoing monitoring of performance vs.

benchmarkContinuous monitoring and adjustment of planobjectives

Absolute objectivity/conflict free investmentenvironment

Family & Charitable legacy planning

Reduce taxes/leverage tax payment

Multi-generational asset protection

Projected retirement date

Maximize pension income &

benefits

Incorporate retirement income andlifetime expenses

Evaluate sale of business

8/6/2019 Wealth Management Show SL

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8/6/2019 Wealth Management Show SL

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