Secutor Capital Management Corporation’s (“SCMC’s”) client-based research suggests that there is a wonderful opportunity to improve the connection between our clients’ futures and our mandate to assist them in reaching their goals.

The enclosed SCMC Financial Needs Analysis is our response to this research.

Should you choose to participate in the program, together we will delve more deeply into quantifying and documenting your personal and family financial goals. Your increased commitment to this process and the mutual accountability required to execute it will assist us in creating a more formal and personalized financial blueprint for your benefit, both now and into the future.

Financial Needs Analysis

To assist you in visualizing this more ambitious and granular initiative, we have included
a PDF sample of our Financial Needs Analysis which includes the following seven components:

To assist you in visualizing this more ambitious and granular initiative, we have included a PDF sample of our Financial Needs Analysis which includes the following seven components:

  1. Financial Planning and Financial Plans;
  2. Net Worth Overview;
  3. Cash Flow Overview;
  4. Income Tax Overview;
  5. Retirement Overview;
  6. Insurance Overview;
  7. Estate Overview.

With your input, this tool will enhance our ability to aggregate, organize, review, benchmark, and communicate with you, year-over-year.

SECUTOR CAPITAL MANAGEMENT CORPORATION