Customized Planning Packages
What suits your palette? Whether it’s our entire menu or a single exploration, Suncoast Advisory Group is prepared to create a customized planning package favorable to your personalized goals.
From investment management to assistance with your business plan or succession, through retirement planning and life-changing events such as divorce or inheritance, Suncoast Advisory Group remains committed to helping clients turn someday dreams into reality.
Looking to craft your entire financial life plan? Click here to discover our annual retainer.
- Investment management/Propensity for Risk profiles
- Personal and Corporate Tax Strategies
- Education for family planning
- Cash Flow strategy
- Real estate analysis
- Portfolio analysis
- Retirement planning and strategies
- Retirement income analysis and strategies
- Evaluation of all individual and group insurances
- Employee fringe benefit analysis
- Non-qualified deferred compensation
- Restrictive-executive Bonus plans
- Key-person strategies/planning
- Evaluating the choice of corporate entity
- Reviewing buy/sell, succession, and employment agreements
- Assessing compensation and tax strategies
- Assisting with business plans
- Managing peripheral medical/dental practices
- Reviewing new physician/dentist agreements
- Evaluating the benefits of PAs and Nurse Practitioners
- Review estate planning documents vs current financial situation
- Confirm Executors/Guardians/Trustees
- Estimate value of estate vs current estate tax
- Estate tax saving strategies
- Review Family Limited Partnerships
- Evaluate any special needs for beneficiaries
- Coordinate estate plan with business succession strategy
- Provide Estate Planning checklist
- Divorce planning
- Inheritance
- Evaluate other advisor expenses/costs
- Evaluate multiple firms wishing to purchase your business