Am I invested properly? You’re concerned with large fluctuations in your portfolio. You can’t afford to lose too much and risk going back to work or destroying your retirement plans.
Am I doing everything I can? You work hard for your money and have concerns over how much tax you are paying. You’re looking for reassurance on your strategy to minimize current and future taxes.
What if? They rely on you. You’re enjoying your lifestyle and saving for your goals, but are concerned that if something happens to you everything you worked for will have to be sacrificed.
Do I have enough? You’ve had a successful career but are looking forward to transitioning to retirement. You wonder whether your assets and other sources of income will be sufficient to provide a long and well-lived retirement.
Who can I trust? You feel like you are being sold something when you speak with your current financial advisor. You’re considering a second opinion to see if you’re doing the right thing for you.
Where do I start? You’re on your own, perhaps for the first time in a while. You find yourself in a position of trying to get your arms around your finances and are simply overwhelmed.
What am I missing? Your tax situation is a lot more complicated than it used to be. Retirement? Business? Investments? Stock options? Rental properties? You don’t have the time, and the risks are too great, to go it alone.
Private in-person, telephone and video conferencing available.