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The 8 Wealth Management Issues

You will find that we approach financial stability a little differently then most financial and tax advisors. We have found that there are 8 Wealth Management Issues that are most important to clients and their families. We also discovered that clients either were not fully addressing these issues or they addressed them in an uncoordinated fashion as their life changed.

Our unique approach provides clients the confidence that they have adequately addressed and created an action plan to cover any gaps that may exist in their financial lives.

We view each issue as being interrelated and treat it as balancing a scale. Adjustments to one issue can affect others. Appropriate advice and recommendations require an advisor that is knowledgeable and capable of evaluating your complete financial picture. Advisors know that it is critical that tax implications also be included in all decisions. Without the knowledge of all 8 Wealth Management Issues, you may find the health of your financial life out of balance.

Learn More about the 8 Wealth Management Issues.

Products for Investment Management* and Financial Planning*

Which may include: Retirement, Education, Legacy, Special Situations, and Business Planning

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Retirement Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Financial Services
  • Equity Lines
*Danny Cochran offers these services through his affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.

Products for Family Risk Management/Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Tax and Accounting Services, Cash Flow and Debt Management

  • Tax Planning Services
  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation before the IRS
  • Tax Return Preparation
  • Debt and Cash analysis
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns