Six Key Areas of Financial Planning
Questions We Help Answer
Retirement Planning
Do I have enough saved or am I saving enough for retirement?
Which accounts should I draw from and when should I take social security?
Can I afford health insurance if I retire early and what are my Medicare options?
Investment Planning
Am I using the right investments based on my goals?
Am I being too aggressive or too conservative?
Do I understand my investment fees?
Tax Planning
How do I reduce my taxes today and for the future?
Does a Roth conversion make sense for me?
Should I make pre-tax or Roth contributions towards my retirement?
Protection Planning
Are my loved ones protected if something happens to me?
Do I need or have enough life insurance?
How do I plan for the cost of long-term care?
Estate Planning
What type of legacy do I want to leave?
Are my heirs prepared to inherit the wealth that I have built?
Is my current estate plan the best for my family?
Generosity Planning
I want to give more, but can I?
Am I giving strategically to benefit others and minimize my taxes?
Am I being intentional with my current giving?