Worrell Advisory's mission is simple. We strive to help clients focus on these four key areas of a successful wealth management plan:

We discuss a clients investments and asset allocation to make sure they are appropriate.

We discuss their life insurance to make sure it is adequate in case of their premature.

We discuss their income tax situation to make sure they are not paying unnecessary taxes on investment income and capital gains.

Analysis of Overall Investment Portfolio

     - Asset Allocation Management

     - Diversification Management

Analysis of Overall Insurance Plan (Life, Disability, and Long-Term Care)

     - Adequacy

     - Appropriateness

     -Cost Effectiveness

Tax Sensitivity Management

Qualified Retirement Plans/IRA’s

     -Distribution During Life & Distribution at Death Corporate Executive Stock Options

     - Investment Concentration Issues

     - Funding of Exercise Plan

     - Taxation Issues & Transferability

Business Succession Plan

Who is Durable Power of Attorney/Successor Trustee? 

Lack of Continuity Issues, Gifting to Children/Descendants

Tax Efficiency & Control

Charitable Gifting - History & Plans, Tax Efficiency & Control

Titling of Assets - Who is Executor/Trustee & Lack of Continuity Issues  

Distribution of Wealth to Spouse, Descendants & Others  

Tax Efficiency & Control 

Charitable Inclinations at Death - Tax Efficiency - Control

Who Will Manage Assets if Pool of Funds is Kept Intact?