Benefit / Goal	Possible Services
Transition my business to my children or others	Business succession planning
Plan for kids' college	Personal financial planning
Manage expenses	Personal financial planning
Consider financing alternatives	Financing assistance Investment management and advice
Investment advice	Investment management and advice Personal financial planning
Manage investments	Investment management and advice Personal financial planning
Prepare personal financial statements	Personal financial statements Valuation engagement
Plan for retirement	Personal financial planning Business succession planning Estate tax planning Investment management and advice
Valuations	Valuation engagement Personal financial planning
Wealth preservation	Estate tax planning Personal financial planning Investment management and advice
Estate planning	Estate tax planning Investment management and advice