Individual Client Services | Hendricks Wealth & Estate Management

Individual Client Services

Investment Management:

TYPES OF ACCOUNTS

Individual Account
Joint Tenancy
IRAs
Roth IRAs
401(k) Rollovers
403(b) Rollover
457 Rollover
Beneficiary IRAs
Trusts
UTMAs
529s
Education IRAs

TYPES OF INVESTMENTS

Mutual Funds
Stocks
Bonds
ETFs
Options

Comprehensive Financial Plan that Includes (where applicable):

Analysis of personal assets, investments, liabilities, & equity.
Recommendations for non-investment related financial decisions
Mortgage Structure
Social Security Estimates
Pension Estimates
Rental Income Esitmates
Inflation
Buy vs. Lease Decisions
Extinguishment of Debt
Desired Retirement Age
Travel
2nd Home
College Savings
Charitable Donations
Legacy Planning
Estate Planning
Insurance Services
Term Life Insurance
Long-Term Care
Health Insurance
Disability Insurance

<p>Required Reading: The Economic Report of the President</p>

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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<p>Asset Allocation</p>

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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<p>Your Cash Flow Statement</p>

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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