Issues We Help Manage for Our Clients.

Reviewing these questions will give you a good sense of what areas we can help you with. The next step would be scheduling a no-cost, no-obligation consultation, so we can learn about you and discuss how we can help meet your needs and goals.

• Do you feel confident that your financial life is in order?
• Are you unsure of when, how or even if you'll retire?
• Do you struggle with managing your portfolio or lack confidence in some of your investment decisions?
• Do you have a 401(k) account that you've left with a previous employer?
• Are you unhappy with your current 401(k) account's performance or investment options?
• Does your annual tax bill confuse, upset or alarm you? Do you take your investment and retirement accounts into consideration when you plan for current and future taxation?
• Is your spouse or other loved ones protected from loss of income if you were to pass away?
• Have you considered the potential costs of healthcare while in retirement? Do you have a plan in place if you were to need assistance with daily living? Do your parents have such a plan in place?
• Do you have children or grandchildren you would like to assist with college education costs? If you're already aiding them, do you know if your current plan is on track?
• Have you executed a proper estate plan and had it updated within the last five years? (This is especially critical if you have a net worth of more than $1 million or have a complicated family situation.)
• Do you have the time or desire to stay up to date with the constantly changing investment, tax and political landscapes in the world today?