During the Financial Planning Process, we provide you with clear directions on how to reach your financial goals. The basic financial plan will answer questions such as:
- How much should I be saving for retirement?
- What is the best way to save money for my retirement? IRA, Roth IRA, 401k, Deferred Compensation, Annuity?
- How much should I be saving for my children’s college fund?
- What is the best way to save money for my children’s future? 529 plan, Education IRA, UTMA account?
- Do I need a will or trust?
- How much life insurance do I really need?
- What kind of life insurance is best for me?
- Am I maximizing the use of my employee benefits?
- Do I have enough auto, home, disability, health and liability insurance?
Once the financial plan is complete, we can invest toward your goals.