We care about people and their future aspirations. We work with individuals, families, pre-retirees, retirees and small business owners develop strategies to strive for their dreams. We begin by asking you what financial goals you would like to accomplish. We also offer a few questions for thought provoking consideration:
When can I afford to retire?
Am I/we on track to retire with enough income & investments?
Am I/we saving enough / TOO MUCH in retirement accounts?
Can I/we afford to buy/build/expand/spend...?
How much can I spend in retirement?
How should I position my investments-Market Volatility?
What assets should I spend first?
Do I/we need to worry about long-term care or life insurance? How to afford?
When should I start Social Security?
Should I refinance, get a HELOC or recast my mortgage?
Can I afford to help my children? How much?
How do I/we plan for aging parents?
Which Medicare option is best for my situation?
What am I missing in my financial plan?
If any of the above resonates with you, we may be able to help. Contact us for a complimentary, confidential meeting to get to know us.
