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For You And Your Family . . . To Help You Organize And Simplify Your Financial Life Are you looking for a way to design your portfolio to help mitigate the risk of severe market declines? Are you seeking a plan to preserve your income to provide a legacy for future generations? You may want an independent advisor who understands your family's unique situation and can help coordinate your professional advisors. Are you like Betty and Jim? Betty and Jim, are 55 and 65 respectively. They have been very successful managing and growing their money that they were fortunate enough to inherit. They are second generation entrepreneurs and have a very busy lifestyle. They don't believe they will ever run out of money but don't think of themselves as "rich" either. Their primary concern is providing for future generations. They want to understand how legacy planning fits with their investments. Their past planning has been fragmented with little to no coordination between their attorney and CPA. They also have multiple financial advisors who all work independently of one another. What they want is someone who has a process and can take the lead in coordinating their busy and complex financial lives. How the Whiteside Wealth Management, Inc. Professionals Can Help Betty and Jim We will begin with a Wealth Management Plan Questionnaire to: Clarify issues standing in the way of their goals, Outline their current financial situation, Give them understanding of what services they would find useful, and Begin the process of coordination with their other advisors Their Wealth Management Plan that follows will help to: Create a clear outline of their current financial picture, Free up time so they can focus on family and business, Remove much of the complexity surrounding their finances, Tie their investments to their financial plan, and Start a document their entire financial team can follow Their Client Financial Organizer can: Put all their important financial and estate documents in electronic format and Create a system for their attorney and CPA to organize important documents Meeting with their CPA and Attorney can: Initiate the team approach process, Give them greater confidence having multiple advisors looking out for their best interest, Make sure we are running their plan as tax efficiently as possible, and Confirm that ownership structures are efficient for legacy planning Their Insurance Analysis will: Help to make sure their family is protected from unforeseen risks, Undertake an estate tax efficiency analysis to minimize possible estate taxes, Review all insurance policies in place, and Create a strategy to insure they would not become a financial burden to their children Their vital Communication Plan will: Create a plan for regular meetings with the entire advisory team, Customize communication updates to their liking, Provide monthly and quarterly performance updates, Update Betty and Jim when market volatility strikes, Update their Wealth Management Plan quarterly or when a significant change occurs, Offer family education events for children, and Include a family and financial team meeting annually. This is a hypothetical example and does not represent any actual investor What Is Next? If you want help understanding how your investments relate to your unique goals, we invite you to speak to us about how we can help you and your family. There is no better time than now to call us for a no-obligation Second Opinion at (731) 621-3500 or you can contact us here.

For These Volatile Times, Is Your Portfolio Structured As It Should Be? A Second Opinion For The Friends And Family Members Of Our Clients Second Opinion Current Challenges What now? An after-the-election look Are You Ready for the Fiscal Cliff? Does the Crisis in Europe Affect You? What is Your Income Generation Strategy? How Should You Respond to Volatility? How Will the Load of Rising Inflation Affect Your Portfolio? How Much Is Enough? How Safe Are Your Municipal Bonds? How Will the Federal Deficit Affect Your Wealth?

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Whiteside Wealth Management, Inc. 3104 Edloe St., Suite 310 Houston, TX 77027 Phone (713) 621-3500 Fax: (713) 621-3513 Email: info@whitesidewealthmanagement.com Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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 Raymond James office for information and availability. Securities offered through RAYMOND JAMES FINANCIAL SERVICES, INC. Member FINRA/SIPC