Comprehensive Financial Planning:
Health Care, Retirement Income, & Longevity Planning for Mass Affluent and Tax & Estate Planning for High Net Worth Households
Recently Released!!!
Date Published: August 27, 2024
Summary PowerPoint Deck: 460 Slides
Reference PowerPoint Deck: 899 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the components and their value within comprehensive financial planning. This research summarizes the leading-edge strategies, including account aggregation, budgeting, debt management, & cash flow planning, property & casualty and life & health insurance planning, marriage (divorce) planning, college planning & the college savings market, corporate executive planning, business owner planning, retirement planning & the retirement savings market, Social Security & Medicare planning, retirement income & decumulation planning, longevity planning, tax planning & tax preparation, and estate planning. Other Tiburon research topics address the products that often underly these services, including tax return & estate document preparation services, and investment & insurance products. Yet other Tiburon research topics address the account aggregation & financial planning technology that is often deployed by financial advisors to address these services.
This research begins with a context setting chapter addressing financial planning, including:
Date Published: August 27, 2024
Summary PowerPoint Deck: 460 Slides
Reference PowerPoint Deck: 899 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the components and their value within comprehensive financial planning. This research summarizes the leading-edge strategies, including account aggregation, budgeting, debt management, & cash flow planning, property & casualty and life & health insurance planning, marriage (divorce) planning, college planning & the college savings market, corporate executive planning, business owner planning, retirement planning & the retirement savings market, Social Security & Medicare planning, retirement income & decumulation planning, longevity planning, tax planning & tax preparation, and estate planning. Other Tiburon research topics address the products that often underly these services, including tax return & estate document preparation services, and investment & insurance products. Yet other Tiburon research topics address the account aggregation & financial planning technology that is often deployed by financial advisors to address these services.
This research begins with a context setting chapter addressing financial planning, including:
- Financial Planning Market Definition
- Financial Planning Claims
- Financial Planning Designations
- Financial Planning Execution
- Financial Planning Components
- Financial Planning Emergence Phase
- Financial Planning Formalization & Account Aggregation Emergence Phase
- Account Aggregation & Financial Planning Maturation Phase
- Account Aggregation
- Budgeting, Debt Management, & Cash Flow Planning
- Property & Casualty and Life & Health Insurance Planning
- Marriage (Divorce) Planning
- College Planning & the College Savings Market
- Corporate Executive Planning
- Business Owner Planning
- Retirement Planning & the Retirement Savings Market
- Social Security & Medicare Planning
- Retirement Income & Decumulation Planning
- Longevity Planning
- Tax Planning & Tax Preparation
- Estate Planning
- Financial Advisor Channels
- Direct Distribution
- Substantial Growth in Financial Planning
- Greatest Value for Mass Affluent Consumer Households in Health Care & Retirement Income Planning
- Greatest Value for High Net Worth Consumer Households in Tax & Estate Planning
- Fastest Growth in Tax Planning & Tax Preparation Services
- Stand Alone Financial Planning Offers to Return
- Financial Planning Applets to Grow in Popularity
- Financial Advisor Scorecard to be Changed to Measure Value of Financial Planning
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
