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What can you do for me?

Ongoing Relationship

Depending on your situation we can look at any or all of the following on an ongoing basis:

  • Discussion of goals
  • Retirement Projection
  • Tax projection analysis
  • Which type of accounts to save to (401k vs Roth etc)
  • Investment Risk Assessment
  • Investment advice (not management)
  • Benefits Review
  • Insurance Review
  • Debt analysis
  • College Funding
  • Budget analysis
  • Estate planning discussions
  • One time decisions like employment changes, home purchase, etc.

Specific Questions or Projects

You’ve got questions, I can help you figure out your answers. Or, I can help you realize that you are asking the wrong question. Some of the questions we can address include:

  • How’s my retirement looking?
  • What is the effect of taxes on my savings strategy?
  • Should I refinance my house?
  • What kind of loan is best?
  • How can I understand my benefits at work?
  • What kind of retirement account should I use?
  • Should I pay off my mortgage or invest my money?
  • Which investments should I choose in my 401(k)?
  • How much life insurance do I need, and which kind?
  • Should I invest in rental property?
  • Here’s how I’ve approached things—what else should I be thinking about?

To find out how much it’s going to cost, click here.