COVID-19 Update: Our clients’ health and well-being is of the utmost importance and concern to our team. We will be operating normal business hours unless noted and we are committed to returning calls/emails as soon as possible. Any meetings requested/scheduled can be conducted via conference call or virtually via Zoom. Please call our office with any questions or more information.
Six Key Areas of Financial Planning
a. Do I have enough saved or am I saving enough for retirement?
b. Which accounts should I draw from and when should I take social security?
c. Can I afford health insurance if I retire early and what are my Medicare options?
a. How do I reduce my taxes today and for the future?
b. Does a Roth conversion make sense for me?
c. Should I make pre-tax or Roth contributions towards my retirement?
a. Am I using the right investments based on my goals?
b. Am I being too aggressive or too conservative?
c. Do I understand my investment fees?
a. What type of legacy do I want to leave?
b. Are my heirs prepared to inherit the wealth that I have built?
c. Is my current estate plan the best for my family?
a. Are my loved ones protected if something happens to me?
b. Do I need or have enough life insurance?
c. How do I plan for the cost of long-term care?
a. I want to give more, but can I?
b. Am I giving strategically to benefit others and minimize my taxes?
c. Am I being intentional with my current giving?