Financial Review

Perhaps you are satisfied with your own ability to handle your investments, or possibly you already pay someone to manage your investments. You feel confident that your investments are being handled well, but you’re less sure about the rest of your financial situation. A financial review may be just what you need!

Some of the topics that we may discuss are…

  • budgeting
  • how much to save and where should those savings go
  • how best to pay down debt
  • tax strategies available to you that you’re not taking advantage of
  • insurance (life/umbrella/long-term care/long-term disability)
  • saving for college
  • investment withdrawal strategies for retirement

Estimated time: 3 to 5 hours