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Services
- Estate Planning:
- Scope the potential assets accumulation and transfer tax;
- Address concerns for asset protection and risk management;
- Compare pros and cons of different gift and trust approaches;
- Recommend gift and estate planning strategies.
- Integrated Financial Planning includes the following modules:
- Retirement Planning: review and recommend retirement funding and distribution roadmaps;
- Education Planning: goal setting, funding recommendation;
- Insurance Planning: life/disability/long-term care need analysis;
- Monte Carlo simulation: addressing uncertainty of planning through simulating a wide range of financial market scenarios.
Seminars
- Monte Carlo Methods and Applications in Retirement Planning.
- Estate Planning and Case Studies.
We offer the above seminars to Corporations and other groups. Details can be arranged by contacting us.
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contact@longviewplanner.com
650-390-9888 x203
650-390-9515
