Investment Series |Financial Planning  |

 Free Services 

| Support | Home 
 Sample Plan | Available Plans  | Research 

 

Grogan Advisory Services, Your Financial Advisors

Available Plans

Estate Plan
Price: $899.00

A properly structured estate plan will preserve your wealth, minimize potential estate taxes, and provide the guidelines necessary to ensure your beneficiaries receive your maximum legacy.

Our Estate Plan will analyze strategies to:

  • Avoid probate
  • Reduce Federal Tax liabilities
  • Reduce Asset Transfer costs
  • Reduce Income Taxes due at death
  • Preserve your wealth for future generations

In addition, the Estate Plan analyzes asset allocation models, provides sustainable retirement lifestyles, and reviews insurance needs and college education savings.

Understand how critical Required Minimum Distributions (RMD) are to your retirement lifestyle. Avoid those taxes and increase your lifestyle.

Learn how your IRA can be used to extend your legacy. Stretch IRA's allow you to provide your beneficiaries the maximum benefit of your retirement dollars

The Estate Plan is recommended for anyone with assets currently greater than $2 million.

Life Plan
Price: $649.00

There is so much going on in your life today. There is so much to manage. Our Life Plan will assist you manage all that is important to you and your family.

Our Life Plan will analyze strategies to:

  • Maximize your retirement potential
  • College education savings needs
  • Life insurance protection
  • Disability insurance
  • Long term Care Insurance

The Life Plan touches all aspects of your life and will provide you the information necessary to manage those issues.

The Life Plan is recommended for anyone with assets that will not exceed $1 million until 2010. Tax laws are expected to change in 2010. If your assets will be greater than $1 million by 2010, you may want to consider the Estate Plan for your purposes.

Retirement Plan
Price: $499.00 $50.00

Retirement is often the most anticipated event in our life. You've got big plans and big ideas but are you doing what you need right now to make your dreams come true?

Our Retirement Plan will:

  • Analyze your current financial condition to your goals
  • Determine any additional financial needs
  • Develop an asset allocation suitable for your needs
  • Determine a sustainable retirement lifestyle
  • Minimize taxes

Would you like to retire early? There are rules which can be used to retire early without paying penalties or additional taxes. Learn what they are and how to make early retirement part of your plans.

Understand how critical Required Minimum Distributions (RMD) are to your retirement lifestyle. Avoid those taxes and increase your lifestyle.

Learn how your IRA can be used to extend your legacy. Stretch IRA's allow you to provide your beneficiaries the maximum benefit of your retirement dollars.

Retirement can be all that it is suppose to be. You deserve it. Now, plan to enjoy it.

Insurance Plan
Price: $199.00

It is as important to plan for the unexpected as it is the expected. Unfortunately, it is also the most difficult to think about. Don't pass your unfortunate situations on to someone else. Do the right thing and plan now.

Our Insurance Plan will determine for you the need for:

  • Life Insurance and the proper type of insurance
  • Disability income protection
  • Long Term Care insurance

Insurance is important to protect your family but it can also provide tax deferred growth of your assets, provide retirement income, become a loan and eventually pay for the premium without you making another premium payment yourself.

If you want to protect your family, the Insurance Plan is for you.

College Plan
Price: $99.00

We all understand the importance of a college education. But do you understand the challenges to pay for education?

College expenses have increased an average of 6% per year over the past 20 years. When was the last time you got a 6% pay increase?

Our College Plan will provide you:

  • College cost analysis of any school in the country
  • Determine how much you need to save to support your child's education
  • Provide the most suitable savings program for your interests

It won't be long before our babies will be going off to school. Get started now.

Fee based advisory services offered through Grogan Advisory Services, LLC., a registered investment advisor.

Non qualified withdrawals are subject to federal and state income tax and a 10% penalty.

The federal tax treatment of 529 Plans under the Economic and Tax Reconciliation Act of 2001 will expire after December 31, 2010 unless Congress extends the law.

Privacy Policy

Grogan Advisory Services
Private Wealth Management
1211 East Jackson Boulevard, Suite 3
Jonesborough, TN 37659

423.926.6862 or 518.899.6090