Are you confident you have solid answers to these questions? If not, our firm will address these challenging questions and many more.

  1. How do I define my goals?
  2. Am I on track to retire? When can I retire, and will I have enough to live on?
  3. Am I saving enough for retirement and/or education expenses?
  4. Do I have the right types of investment accounts?
  5. Am I buying the right types of investments? Am I taking the appropriate amount of risk?
  6. When do I buy and sell investments?
  7. How do I know that I can trust a financial planner?
  8. What Social Security Strategy should I use and what do I need to know for enrolling in Medicare?
  9. How can I best organize my numerous accounts and get my financial health in order?
  10. Do I have the right amount of Life, Disability and Liability Insurance?
  11. Are there any tax savings opportunities or strategies that I could be taking advantage of?
  12. How can I best protect my assets?
  13. What is the best way to reduce and eliminate debt?
  14. What is the best way to make withdrawals from my investment portfolio and minimize taxes?
  15. What is the best way to support the charities I care about?