What Is Covered

Balance Sheet

  • Budget

  • Current Liquidity

  • Outstanding Debt

  • Loans


  • Current & Proposed Allocations

  • Holdings & Concentration Analysis

  • Taxable vs. Tax-Deferred and Tax-Free Assets

  • Sector and Style Comparison


  • Goals Analysis

  • Projected Cash Flows from now through retirement

  • Stress Testing (Bear Markets, High Tax Rates, Inflation, Etc.)

  • Social Security Optimization

  • Medicare Considerations (Pre-Medicare Insurance Budgeting)


  • Life

  • Disability

  • Long-Term Care

  • Property & Casualty

College Funding

  • Projected Cost with Inflation

  • Current Funding Level

  • Time Horizon

Tax Review

  • Effective Tax Rate

  • Distributions

  • ROTH Conversion Opportunities

  • Key Tax Components

Estate Planning

  • Beneficiary Review

  • Living/Will/Trust (If Applicable)

  • Medical & Durable Power of Attorney 

  • Directive to Physician

    Legacy Planning (Trust Planning for Heirs, Favorite Charity, Etc.)

Estate TAX Flow Chart

  • Effective use of Trust strategies to reduce taxes

  • Assets Inside Estate vs. Out of Estate


Let's Get Started


My Business

Phone: (972) 421-1358

Address: 17300 DALLAS PKWY STE 2065 Dallas, TX 75248

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Wealth Planners, a dba of Advisor Resource Council, a registered investment advisor. 360 Wealth Planners and Advisor Resource Council are separate entities from LPL Financial.


The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA.


Tax preparation services not offered by 360 Wealth Planners or LPL Financial.


Address: 17300 DALLAS PKWY STE 2065 Dallas, TX 75248

Phone: (972) 421-1358

© 360 Wealth Planners 2020

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