16701 Melford Blvd, Bowie, MD 20715 · vickersfinancials.com
Estate & Financial Planning Assessment
Know exactly where your wealth stands — and what to fix first.
A complete diagnostic of your estate, tax, retirement, and business structure — delivered with a visual roadmap and a step-by-step plan for putting it all on solid footing. Yours to keep, whether or not you engage further.
$3,000 · fully credited toward your package
What's Reviewed
Protect, organize, and pass on what you've built
Every assessment examines the structures that quietly cost high earners and business owners money, protection, and peace of mind — then prioritizes what to address.
Entity Structure
Whether your entity type still fits your goals and current income — and where a change cuts tax drag.
Tax Planning
Near-term and long-term strategies, from income flow to lifetime gifting and exemption exposure.
Retirement Planning
Self-directed IRA/Roth, Solo 401(k), and defined benefit plans sized to your capacity.
Insurance & Benefits
Life insurance, premium financing, buy-sell, key-man, and executive bonus strategies.
Estate Planning
Wills, trusts, titling, and beneficiary designations reviewed for gaps and conflicts.
Incapacity & Guardianship
Powers of attorney, living wills, directives, and guardianship for minor and special-needs children.
Charitable Planning
Donor-advised funds, charitable trusts, and foundation strategies with built-in tax efficiency.
Personal Strategies
College funding, marriage and family changes, and prenuptial planning across life stages.
What You Receive
A deliverable you can act on.
Every assessment examines the structures that quietly cost high earners and business owners money, protection, and peace of mind — then prioritizes what to address.
Complete Assessment
A full written analysis of your estate, tax, retirement, insurance, and business position — with the gaps named and the opportunities sized.
Visual Structuring Flow
A clear diagram of how your business and finances should fit together — each layer built on the one below, from foundation to legacy.
Step-by-Step Guide
An ordered action plan for structuring your business and finances properly — so you know exactly what to do, and in what sequence.
How It Works
From first meeting to finished plan.
Every assessment examines the structures that quietly cost high earners and business owners money, protection, and peace of mind — then prioritizes what to address.
Reserve your assessment
Secure your spot with the flat fee below — fully credited if you move forward.
Complete the intake
A structured form captures your assets, entities, documents, and goals.
Meet & review
We sit down together to walk through your situation in full.
Receive your roadmap
Your complete assessment, structuring flow, and step-by-step guide — with a clear recommendation.
Fully creditable toward either the Legacy or Dynasty Package when you engage. Decline a package, and the assessment — roadmap and guide included — is yours to keep, with no further obligation.
Secure payment · You'll receive your intake form immediately after
Vickers Financial Group, LLC is not a law firm or a CPA firm and does not provide legal advice. Any trust, marital agreement, power of attorney, or estate document identified through this assessment should be prepared and reviewed by a licensed attorney prior to execution. The assessment provides analysis and recommendations; it is not a substitute for formal tax preparation or legal counsel.
