Frequently Asked Questions
We help you answer a broad array of questions (from foundational to complex) and implement solutions to complement your situation.
What's your current financial context?
- Working to increase your savings?
- Seeking to rid youself of debt?
- Preparing for a family?
- Planning to pay for college?
- Trying to figure out investment allocation?
- Wanting to mitigage the market volatility you're experiencing?
- Are you receiving an inheritance and afraid to seek advice?
- Is retirement looming near?
- Is long term care a concern for you or your parents?
What do you hope to accomplish working with an adviser?
- Consult with an information source?
- Receive a second opinion?
- Find a trusted relationship for enhancing well rounded financial decisions?
- Access a comprehensive approach rather than talk to a product peddler?
Knowledge can empower you to make better decisions. Questions abound.
For example:
- What should I know and do about insurance protections (life, health, disability or long-term care, critical care, employee benefits)?
- How should I approach funding my retirement plan through work, or if you're an employer, your retirement plan?
- What should I consider as I look at investment placement strategies and tax efficiencies while accumulating for retirement.
- Why consider an investment review?
- How much risk is enough, or too much? How does one know?
- What about the “ions” of finance – protection; accumulation; diversification; asset allocation; distribution?
- How can I prepare for retirement years so I don't run out of money?
- Annuities, seriously?
- When should I consider structuring investments for retirement? In preparation for retirement, what kind of investments and in what kinds of accounts should I consider holding retirement assets?
- From the hundreds of possible selections, how can I verify the best approach to social security income planning?
- What's the probability that my retirement plan will succeed? What guarantees do I have?
- I've inherited a lot of money. What now?
- I just sold my business. I've worked so many years for a secure retirement; what planning is needed now?
- I'd like to give financial gifts to my children or to a charitable organization. In what ways can I make that happen?
- What if I want to do legacy planning, leaving or transferring or protecting assets most tax efficiently? Where do I begin?
- How can we prepare for the financial drain of elder care and end of life challenges?