Financial Planning
At Blaylock Robert Van, financial management may mean the planning or implementation of a specific or dominant need, or it may involve a complete review in order to help you redirect your life. We’ll help you make the call. Just some of the areas we will raise for your consideration include:
Protection Planning
Disability Income Insurance
Long-term care
Life insurance
Medical/Health
Property & casualty
Deductibles vs. cash reserves
Beneficiary designations
Special needs situations
Alternate, additional coverage strategies
Financial Position
Cash reserve levels
Cash reserve strategies
Debt management
Cash flow management
Net worth
Discretionary income
Expected large inflow / outflow
Investment Planning
Asset allocation
Education planning
Lump-sum accumulation
Options/restricted stock/nonqualified deferred compensation
Risk tolerance
Tax implications
Timeframes
Diversification strategies
Dollar-cost averaging
Retirement Planning
Minimum distributions
Pre-59 ½ strategies
401Ks
IRAs
Medicare/ Medigap
Social security
ROTH conversions
Health care
Tax transitions
Risk tolerance transition
Estate Planning*
Estate balancing
Capital transfer
Asset ownership
Trust funding
IRD
Succession planning
Minor children
Generation skipping
Short-term life expectancies
Estate liquidity
Tax Planning*
Tax reduction
Tax deferral
Tax avoidance
Future taxes due
Withholding
Tax diversification
Qualified investments
Non-qualified investments
Effects of liquidation
Filing status
Business ownership
Nontraditional ownership
Contact Us
To contact a financial advisor, please call Blaylock Robert Van at (510) 208-6100.
*Blaylock Robert Van, LLC does not provide tax or legal advice. Seek guidance of your professional tax and/or legal advisor before making any decisions. Financial Planning services offered by qualified Financial Planners of Blaylock Robert Van, LLC., a registered investment adviser. BRV’s financial planning offices are located at 350 Frank Ogawa Plaza, Tenth Floor, Oakland, CA 94612.