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Introducing Two New Flowcharts: Retirement Plans For Businesses and Social Security Disability

September 24, 2018
Resource Additions, Announcements

We are excited to make available two additional flowcharts to our Retirement Planning Essentials package.  This brings the total number of flowcharts up to 21.

Should I Set Up A Traditional 401(k) For My Business? This flowchart addresses some of the most common issues that arise for a client looking to set up a retirement plan for his or her business.  We are especially excited to make this flowchart available because it was (for a time) the most requested flowchart.  

Do I Qualify For Social Security Disability Benefits? This flowchart covers many of the rules and requirements that a client must satisfy in order to qualify for disability benefits under Social Security.

What do you think of these two new flowcharts? Are there any decision points that should be added? Send me an email directly with any ideas or feedback.
 

Revisit a Flowchart

Given the changes in the tax law, charitably inclined clients may be looking for alternative ways to make end-of-year donations to their preferred charities.  One strategy that is gaining traction is to do a Qualified Charitable Distribution from an IRA. To help guide the conversation and ensure that all the major issues are considered, we developed the “Can I Do a Qualified Charitable Distribution From My IRA?” flowchart.

 

White Labeling Is Coming Soon

We are putting the final touches on the white labeling package right now and hope to release it very soon. Details will follow soon!

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
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