A personal financial review examines (1) where you are currently, (2) where you would like to get, and (3) how to do it. Specifically, it will answer questions like, how much will you need for retirement based on your age and spending needs? Do you currently have enough that you can slow down on the savings and start spending more? If not, how much do you need to between now and retirement? How best and how much to save for your kids’ or grandkids’ educations? Are you adequately covered for the risks of death, disability and lawsuits? Should you be transferring assets to the next generation, and how to do it? Are you as aggressive as you can be with practice tax deductions?
After submitting your information through the form below, we start the process by sending you our financial planning questionnaire. We ask that you complete it and return it to us with the relevant background information – brokerage account statements, insurance policies, estate and trust documents, etc.