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ESTABLISH A
WILL
ESTABLISH DISABILITY INSURANCE ESTABLISH LIFE INSURANCE COMPLETE W-4 INFORMATION FOR THE TEAM (federal and state) TAX PLANNING (federal and state) ESTABLISH A BUDGET ESTABLISH BANKING RELATIONSHIP (i.e. accounts, loans) ESTABLISH A CUSTOM SET OF INDIVIDUAL ACCOUNTING RECORDS ASSIST IN ESTABLISHMENT OF RETIREMENT PLAN ASSIST IN MAJOR PURCHASES (upon request) ASSIST IN INVESTMENTS (T-bills, muni-bonds, CD's, etc.) ASSIST IN PERSONAL MATTERS MAINTAIN A DAILY CALENDAR OF ATHLETES ACTIVITIES. SCHEDULE APPEARANCES. Click here for complete detail of these items.
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