Initial Kit

Introduction Brochure

 

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

 
 
 

 

Initial Meeting Notes

Initial Interview Checklist

Family Estate Organizer

Goals and Concerns Checklist

 

Risk Tolerance Questionnaire

Risk Tolerance Certification

 
 

 

 

 

Data Gathering

Client New Information Form with Children

Financial Independence Plan Cash Flow

Net Worth Analysis

 

 

 

 

Financial Planning

Opportunity Zones

6 Major Risks to Family Wealth

6 Ways To Protect Wealth From Higher Taxes

Refinancing Your Mortgage

Tax Diversification

 

 

 

Estate Planning

Top 5 Reasons Your Estate Plan Fails

Legacy Planning: Are your heirs prepared?

Death Of A Family Member Checklist

Medicaid Planning

 

 

 

Investing

Covered Calls

Investment Income Strategies: Cash-Secured Puts

7 Investment Strategies to Enhance Income as Interest Rates Rise

Understanding Risk

 

 

 

Charitable Giving

Charitable Giving

Social Capital

Who Bought The Farm

How To Increase The Impact Of Your Giving

 

Charitable Giving Form

Donor-Advised Fund Program - Circular

 
 

 

 

 

Marketing Collateral - Financial Windfall

Windfall - Don't Become a Statistic

Windfall Wish List

Sudden Wealth Checklist

Sudden Wealth Brochure

 

Managing a Financial Windfall

 
 
 

 

 

 

Corporate Retirement Planning

Corporate Retirement Planning Brochure

 
 
 

 

 

 

Annual Tax Reference Guides

2021 StrategIQ® Tax Reference Guide

 
 
 

 

 

 

Client Reference Materials

Assets Under Advisement - Initial Set Up

 
 
 

 

 

 

Company Operations Related Materials

Working at StrategIQ

 

 

 

Marketing Collateral - Partners

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

 
 

 

 

 

Private Trust Newsletters

CLICK HERE to go to the Private Trust Newsletters Page

 

 

 

Miscellaneous

Stationary - Vertical Logo

Stationary - Horizontal Logo