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Financial Planning:
· Steps in the Financial Planning Process
· Asset Allocation
· Investment Planning
· Education Planning
· Retirement Planning
· Long-Term Care
· Insurance Planning
Estate Planning:
· Identifying and Valuing Assets
· An Inventory of Your Assets
· Passing Along a Business
· Insurance Portfolios
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Financial and Estate Planning
Wealth Accumulation and Distribution

An Inventory of Your Assets

As you begin to inventory your assets, you will recognize the impact of death-related taxes. We assist you in identifying heirs who may be subject to less tax than others. We will also work with your attorney to review the character of each asset in order to determine how each should be titled for minimizing your federal estate tax liability.

Learn more about the Financial and Estate Planning Services available through Janney Montgomery Scott LLC.

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Parker/Hunter, a division of Janney Montgomery Scott LLC investment professionals are available to discuss the suitability and risks involved with various financial products and strategies. We will be happy to provide a prospectus, when available, and other information upon request. We will not accept orders online. If you send us an e-mail, DO NOT INCLUDE TRADING INSTRUCTIONS. Should the viewer leave this site via a link, the existence of such links should not be construed as an endorsement, approval or verification of Janney Montgomery Scott LLC of any content available on third party sites.



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