If you have any of these questions or concerns, you may benefit from a consultation:
- Confusion about conflicting financial advice and options
- Paying too much income tax
- Not saving enough for retirement
- Not sure where to invest money
- Changes in life that affect your financial future, such as a career change, marriage, retirement, loss of a spouse, birth of a child, etc.
- Not enough time to attend to personal financial affairs
I can help you manage the risk involved in making decisions that can undermine some of us, such as:
- What kind of retirement plan do I need?
- Am I paying too much in taxes?
- How can I save money for retirement—tax free?
- How much life insurance do I need?
- How can I make sure my estate is left to family members, and does not get depleted by probate court and government taxes?
- Can we afford college tuition for our children—and how do we save for this, knowing how much tuition is spiraling?
