What is it you want from your hard work?
The key to reaching your goals is telling your money where to go.
Do you have enough set aside if something goes wrong?
There’s a good chance you aren’t making the most out of your employee benefits. A review of your benefits could uncover thousands of dollars!
401(k) or ORP
Make sure you get the most out of your plan.
The complexity of the tax code often means a few tweaks in your finances could save you taxes. This is a big deal for many people.
How is the best way to handle your student loans? There are many options, but informed decision making is important for the best outcomes.
Do you have debt? Not all debt is bad, but you need a plan to pay off any debt that is a burden.
Your investments need to be designed to tax efficiently get you to your goals. Also, there are value adds like tax-loss harvesting, rebalancing, and diversifying in tax aware manners.
Do you have real estate? Want to purchase real estate? Wonder about financing? Let’s talk about the pros and cons.
Life Insurance Review
Do you have adequate protection for your family if a tragedy strikes? A life insurance review will let you know and help you get the right coverage. I will explain if term, whole life, or universal life is best for your situation?
Auto & Home Insurance Review
Make sure you have adequate coverage in our litigious society, and at a reasonable price.
Education Savings Planning
Design a plan for future college expenses that takes into consideration qualifying for government loans and other assistance.
Retirement Income Planning
Everyone needs to plan for this, either through saving during their work career, or detailed analysis as they enter retirement. Click here for a 60 second retirement check-up.
You likely really need an estate plan. I can’t create an estate plan for you, but I will guide you in your decisions and help connect you to a high quality estate attorney.
If you have work and/or children, having virtual meetings are a great, low-stress way for us to work together! In person meetings are also great, but I want to make meetings easy for you.