During this evaluation and planning process, we will apply our experience and dive deep into all five areas of financial planning that include:
- Protection
- Taxes
- Retirement Planning
- Estate Planning Strategies
- Investments
This process will help you answer questions such as:
- Can I afford to retire?
- Am I overpaying my taxes?
- Can my portfolio be improved?
- Can I eliminate, or at least reduce, threats to my retirement?