Planning Services

What's Included In A Comprehensive Plan?

Tax Planning

Assistance to Loved Ones

Insurance Planning

Retirement Planning

Estate Planning

Investment Planning

Tax Sensitive Investing
Gifting
Review of Existing Policies
Retirement Goal Setting
Wills
Review of Portfolio Positions
Review of Cost-Basis
College Planning
Life Insurance Needs Analysis
Social Security Analysis
Power of Attorney
Asset Allocations
Review Realized Gains
Caring for Elderly
Long Term Care Insurance Analysis
Cash Flow Analysis
Living Will
Time Horizon Planning
Carry Forward Losses
529 College Savings Plan
Disability Insurance Analysis
IRA Contributions and Roth Conversions
Health Care Proxy
Withdrawal Strategies
Tax Loss Harvesting
Roth IRA's for Children
Health Insurance Review
Review of Employer Sponsored Plans
Trusts
Account Aggregation
Deductions and Credits
UGMA/UTMA
Homeowner's or Renter's Insurance Review
Annuities and Pensions
Irrevocable LIfe Insurance Trusts
Monitoring of Outside Accounts
Potential Roth Conversions
Establishing Trusts
Liability Coverage
RMD's and Withdrawal Strategies
Estate Taxes
Investment Policy Statement
Health Savings and Flex Spending Accounts
Health Savings Accounts
Self-Employed Plans
Guardians for Minor Children
Stock Concentration
Tax Return Review
Medicare Advice
Bucket List Items
Charities
... and so much more!

Our Partner Program

TomiPlan provides non-securities financial planning services only.  TomiPlan is not registered with the SEC, FINRA, or any state securities authority and does not provide investment advice.  TomiPlan is under common ownership with MHL Investments, Aegis Wealth Group (Everspire), and E6 Portfolios.  Some Everspire advisors receive flat-fee compensation from TomiPlan for their contributions to the planning process. 

Learn more!