Pre-retiree and retirees
Will you outlive your money? What’s the most efficient way to turn your retirement savings into retirement income? Can your portfolio survive the next market crash? Do you know when and how to claim your social security or Medicare benefits? Schedule an appointment to see if we are a good fit for you.
Business owners
What will happen if your business partner or key-employee dies or becomes disabled? Could you bonus a key employee to make sure they have enough savings to buy you out? Do you want to offer retirement or insurance benefits to your employees? Is your current 401(k) plan too expensive or too complicated? Schedule a meeting to see if we are a good fit.
Individuals and family solutions
Are you saving enough? Are you saving efficiently? What would your family do if you died prematurely? Do you have a plan for college expenses? Schedule a meeting to see if we are a good fit.
Investment Portfolio Monitoring
Is your portfolio invested in line with your goals? How far could your portfolio fall if the market crashed? Are you measuring the returns of your investments compared to the amount of risk you are taking? If you’re unsure about any of these questions or would like to schedule a meeting, please click here.
