Planning Services

What's Included In A Comprehensive Plan?

Cash Flow

Tax Planning

Assistance to Loved Ones

Insurance Planning

Retirement Planning

Estate Planning

Investment Planning

Cash Reserve
Tax Return Review
Gifting
Review of Existing Policies
Retirement Goal Setting
Wills
Review of Portfolio Positions
Emergency Fund
Deductions and Credits
College Planning
Life Insurance Needs Analysis
Social Security Analysis
Power of Attorney
Asset Allocations
Protective Reserve
Charitable Strategies
Caring for Elderly
Long Term Care Insurance Analysis
Traditional vs Roth Contributions
Health Care Proxy
Account Aggregation
Order of Savings
Roth Conversions
529 College Savings Plan
Disability Insurance Analysis
Review of Employer Sponsored Plans
Trusts
Monitoring of Outside Accounts
Investment Contributions
Tax Loss Harvesting
Roth IRA's for Children
Health Insurance Review
Pension Max
Irrevocable Life Insurance Trusts
Concentrated Positions
Liquidity Analysis
Realized Gains
UGMA/UTMA
Property and Casualty Analysis
RMD's and Withdrawal Strategies
Estate Taxes
Tax Sensitive Investing
Debt Payoff
Carry Forward Losses
Trump Accounts
Liability/Umbrella Coverage
Self-Employed Plans
Guardians for Minor Children
Annuity Analysis
Budget Consultation
Health Savings and Flex Spending Accounts
Special Needs Trusts
Health Savings Accounts
Bucket List Items
Charities
401k Review
Real Estate & Business Write Offs
Divorce
Medicare Review
Retirement Income Strategies
Account Titling
Self Employed Retirement Accounts
New Tax Law Considerations
Asset Care Analysis
Beneficiary Review
Real Estate/1031 Review
... 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!