This is Advanced Corporate PlanningThis is Advanced Corporate Planning
 
|   Home  |  Contact Us  

Advanced Corporate Planning is a full service pension consulting firm. Lynn R. Siewert, the president of Advanced Corporate Planning, is a registered investment advisor, registered and offering securities exclusively through First Allied Securities, Inc. member NASD/SIPC. We offer all phases of managing your qualified and/or non-qualified retirement plans (such as 401k, Solo 401k, 403b, 457, 412i, IRA, SEP, Defined Benefit plans, etc.), either in house or through our extensive network of affiliates. This may not only make your plan much more efficient and less expensive to maintain, but easier for you to keep track of everything. We can also assist with other specialized endeavors, such as employee benefits, profit sharing plans, employee relations, ESOPs, 125 plans, Cafeteria Plans, Education savings plans, 529 plans, estate planning, charitable giving, tax planning, Investment Planning, Health Insurance, Supplemental Insurance, Long Term Care Insurance, Medical Savings Accounts, succession planning, buy/sell agreements, key personnel coverage, and all phases of funding alternatives, including but not limited to IPO, venture capital, and public financing. Our IT division handles all phases of Web Site design, E-Commerce, Search Engine Optimization, and Database design and programming.

Groups-Trustee Committed Direct Assets


Including Profit Sharing Plans, Retirement Plans, Foundations & Endowments and Taft-Hartley Funds

The setting of investment objectives for major pools of assets is extremely important. However, it has traditionally been greatly complicated by misunderstandings due to differences of definition and interpretation. Since the Employee Retirement Income Security Act of 1974 (ERISA) has indicated the prudence of establishing a retirement plan's objectives in writing, this questionnaire has been created to assist a plan's sponsors, investment committee or trustees, etc., in the articulation of specific objectives within established guidelines.

The answers to the following questions will assist in establishing mutually agreeable goals and, at the same time, establish a framework for communications and mutual understanding in client / investment manager relationship


Click here to download the Questionnaire

OR

Individuals NEW!

Including Personal Accounts IRAs and Rollovers and Personal Trusts

The setting of investment objectives for individual pools of assets is extremely important. However, it has traditionally been greatly complicated by misunderstandings due to differences of definition and interpretation.

The answers to the following questions will assist in establishing mutually agreeable goals and, at the same time, establish a framework for communications and mutual understanding in a client/investment manager relationship.


Choose your Questionnaire"

Click here to download the COMPLETE Questionnaire

Click here to download the Investments Only Questionnaire

Click here to download the Qualified Plans Only Questionnaire

Click here to download the Asset Inventory Only Questionnaire for existing customers

Click here to download the Education Plans Only Questionnaire

Click here to download the Education Plans Only Supplement for existing customers

Click here to download the Estate Planning Only Questionnaire

Click here to download the Estate Planning Only Supplement for existing customers

Click here to download the Retirement Planning Only Questionnaire

Click here to download the Retirement Planning Only Supplement for existing customers

Click here to download the Tax Planning Only Questionnaire

Click here to download the Tax Planning Only Supplement for existing customers

Lynn Siewert is the Principal of Advanced Corporate Planning and Branch Manager of the Vancouver, Washington Office of Supervisory Jurisdiction, Registered with First Allied Securities, Member NASD/SIPC.


NOTE: ALL information contained in this site is for illustration purposes only, and by NO means should be considered individual tax or legal advice under any circumstances whatsoever!

Lynn R. Siewert AIMC
Pension Consultant   |   Branch Manager
CA Insurance License #00B00579
2005 E. Evergreen Blvd
Vancouver, WA 98661

First Allied Securities
Securities Offered Exclusively Through
First Allied Securities, Inc.       Member NASD/ SIPC

All other products and services provided exclusively through Advanced Corporate Planning

This site is published for residents of the United States only. First Allied Securities' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local First Allied Securities office for information and availability.

© 2008 Advanced Corporate Planning
All rights reserved