Broker Check

Review

NWA Financial Planning Service Calendar

Quarter 1 Review
March/April

• Tax return review
• Cash flow checkup
• Investment performance

Quarter 2 Review
June/July

• Estate plan review & beneficiary update
• Investment performance

Quarter 4 Review
December/January

• Year-end tax planning
• New year goals
• Update plan
• New allocations

Quarter 3 Review
September/October

• Insurance review
• Year-end planning
• Investment performance

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