Confirm that your financial plan is on track to meet your long-term goals.
Now that you have a thriving career, we help with strategies to reduce taxes while maximizing retirement plan contributions.
Retirement Planning
- If you are an employee, are you taking advantage of your employee benefits?
- If you are a business owner, do you have the right retirement plan for your practice?
- How much money should you be saving now in order to have enough at retirement?
- Are you getting the most tax benefit from your savings?
- How much investment risk do you need to take?
Estate Planning
- Do you have current wills and power of attorney documents in place?
- Do you have guardianship in place for minor children?
Risk Management
- Do you have adequate insurance?
- Would you like someone who doesn't sell insurance to give you unbiased advice on how much you need?
Business Planning
- Would you like to expand your practice and/or hire an associate?
- Do you know your practice value today?
- Do you have a plan to sell your practice?