We take a different approach to the financial planning process. Instead of the steps you most often work through with a financial advisor, we help you work through your biggest questions and create solutions to prepare you for a stable and healthy financial future and reduce financial anxiety in the present.
What is your income? What expenses do you have? Where are the gaps in your current financial planning approach? What do you feel under-prepared for? What are your “pie in the sky” dreams? How are the effects of taxes impeding your investment goals?
Can I realistically retire?
Are my risks during retirement?
Can I ensure my retirement won’t outlast my savings and income?
Tax strategies offer the most savings?
Are some ways I can acquire more income
Should I invest my money?
Account should I draw retirement income from first?
I have enough to retire and when I want to?
I paying too much in taxes?
If long-term care and unforeseen medical expenses derail my retirement savings and income plans?
My money last if I live too long?
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