Financial Planning:

Health Care, Retirement Income, & Longevity Planning for Mass Affluent and Tax & Estate Planning for High Net Worth Households

Recently Released!!!
Date Published: March 5, 2024
Summary PowerPoint Deck: 423 Slides
Reference PowerPoint Deck: 879 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
This research addresses the key historical phases of financial planning, including:

  • Financial Planning Emergence Phase
  • Financial Planning Formalization & Account Aggregation Emergence Phase
  • Account Aggregation & Financial Planning Maturation Phase
This research defines the distinct financial planning services, 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
  • Estate Planning
This research defines the core markets & distribution channels for financial planning, including:

  • Financial Advisor Channels
  • Direct Distribution
And this research makes several future predictions for financial planning, including:

  • 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

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Tiburon suggests that Tiburon members start by downloading the well-organized summary PowerPoint presentation and/or waching the Tiburon Webinar. Tiburon's reference PowerPoint slides are useful for further analysis, although some slides will be incomplete. Tiburon Podcasts will be recorded in 2024-2025. Tiburon members who need a username & password to access Tiburon Written Research, Tiburon Webinars, and/or Tiburon Podcasts, can click here.

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