From Investments to Retirement
We’re Here to Help You Succeed
With our experience and know-how, our goal is to educate and inspire you. Ultimately, we want to learn about who you are and where you want to be. In order to do that, we take a comprehensive approach in addressing every aspect of your financial picture.
What We Offer
We’ve helped clients like you address their biggest financial questions, including:
Do I have a strong desire to help fund college costs for members of my family?
Do I have a plan in place to achieve my college funding goals?
How do I balance retirement savings vs. college savings for my children or grandchildren?
How much do we spend each month?
What is our plan for paying off 100% of our debt (including our mortgage)?
What percentage of our income are we saving each year toward retirement?
What legacy do I want to leave behind? Do I want to leave a significant inheritance to my heirs?
If I die tomorrow, will my assets go where I intend for them to go?
If I become incapacitated tomorrow, can my financial life be handled effectively by a named representative?
What are the hidden, internal costs of my investment holdings?
Am I taking too much (or too little) risk with my investments?
Are my investment holdings tax-efficient?
Can I do what I want to do in life without running out of money?
When should we start collecting on Social Security?
What will my day-to-day life look like in retirement?
How do I save on taxes over the next 30-50 years?
How much money should I accumulate in Roth accounts, pre-tax accounts and after-tax accounts?
How can I optimize my charitable giving from a tax perspective?
What are the potential catastrophic risks in my life?
Do I even need life insurance? If so, what is the most cost-effective manner of procuring that coverage?
Are my property & casualty coverages (e.g. homeowner’s; auto; umbrella) adequate and cost-effective?