Marketing Materials

Introduction Brochure

Used for sending to clients, not for in-person presentations or initial meetings.

Introduction PowerPoint Presentation

Used for in-person initial meetings.

Initial Meeting Notes

Data Gathering Checklist

This should be given to clients at the end of the initial meeting, letting them know what to bring to the data gathering meeting.

Family Estate Organizer

Goals and Concerns Checklist - FAS

To be used with FAS clients ONLY.

Goals and Concerns Checklist

To be used with qualified clients/prospects during data gathering or review meetings.

Risk Tolerance Questionnaire

Risk Tolerance Certification

Client New Information Form with Children

Financial Independence Plan Cash Flow

Net Worth Analysis

Opportunity Zones

6 Major Risks to Family Wealth

6 Ways To Protect Wealth From Higher Taxes

Refinancing Your Mortgage

Tax Diversification

Top 5 Reasons Your Estate Plan Fails

Legacy Planning: Are your heirs prepared?

Death Of A Family Member Checklist

Medicaid Planning

Covered Calls

Investment Income Strategies: Cash-Secured Puts

7 Investment Strategies to Enhance Income as Interest Rates Rise

Understanding Risk

Charitable Giving

Social Capital

Who Bought The Farm

How To Increase The Impact Of Your Giving

Charitable Giving Form

Donor-Advised Fund Program - Circular

Windfall - Don't Become a Statistic

Windfall Wish List

Sudden Wealth Checklist

Sudden Wealth Brochure

Managing a Financial Windfall

Corporate Retirement Planning Brochure

2021 StrategIQ® Tax Reference Guide

Assets Under Advisement - Initial Set Up

Working at StrategIQ

T. Rowe Price - Managing Risk

T. Rowe Price - High Cost of Cashing Out

T. Rowe Price - Long Term Perspective

PIMCO - Behavioral Science Recency Bias

Blackrock, Inc. - Student of the Market

Hartford Funds - 10 Things Your Should Know About Bitcoin

Stationary - Vertical Logo

Stationary - Horizontal Logo