Cannon Beach Financial Advisors

Financial Planning Solutions

• Current cash flow
• Cash flow strategy - "Income Statement"
• Asset and liability review - "Balance Sheet

Asset and Investment Portfolio Planning

• Strategic investment portfolio development
• Risk assessment and review
• Tax efficiency planning

Retirement/Financial Independence Scenarios

• Core lifestyle planning and review
• Retirement income planning
• Part-time/rental/other income sources
• Pension, Medicare, and Social Security review

 Stock Option and Deferred Compensation Planning

• Incorporation into overall financial plan
• Valuation approaches
• Exercise strategies

 Accumulation Goals

• Children's education planning (K-12, college, grad/post-grad)
• Home purchase(s)/home improvements
• Auto/major purchase(s)
• Travel
• Major life events
• Small business opportunities

 "What If" Scenarios

• Emergency funds
• Protection planning - life, disability, long-term care, health, property/casualty, E&O, etc.

 Estate and Beneficiary Planning

• Beneficiary designation review
• Gifting and donation planning
• Wealth transfer opportunities

See CBFA Perspectives for specific financial planning topics

Contact us for more information