Investment Planning
How are you invested currently? Why?
Are you taking the appropriate amount of risk? What is your goal for that money?
What is the process for choosing your investments? When is the right time to be more safe; or to get more aggressive?
Let's Talk
Retirement Planning
How much will you need each month in retirement? Where will it come from?
Which pension option do you take?
What debts should you pay off? What is the plan for future large expenses or purchases?
Let's Talk
Risk Management
What type of life insurance do you need?
Do you have the appropriate amount?
Do you need disability insurance?
Do you need to review your homeowners and auto insurance policies? Do you need an umbrella policy?
Let's Talk
Tax Planning
What is the correct account to add to this year? Is it the pre-tax or the after-tax accounts?
What are you doing currently to lower your tax liability? How can we lower that in the future?
When is the right time to do a Roth Conversion? Let's Talk
Estate Planning
Have you updated all of your beneficiaries?
What is the best way to lower the taxes that your beneficiaries may have to pay?
What type of trusts do you need?
If something were to happen to you TODAY, what would they find?
Let's Talk
Custom Goal Planning
What do you do with your business? How do you maximize the value of it? What is the best way to sell it, while getting the most value and minimizing taxes?
Do you own multiple properties? What is the long term plan for those?
Let's Talk
