HAVE YOU EVER HAD ANY OF THESE QUESTIONS OR CONCERNS? - How much do I need to save to ensure retirement?
- Can I retire early?
- How do I plan for college expenses?
- I'm getting a divorce and I need some advice.
- How can I reduce my tax burden?
- Where can I get advice from someone who isn't trying to sell me something?
- What should I do with my stock options?
- What is the AMT and how can I avoid it?
- Should I pay off my mortgage early?
- Which mortgage term is better, 15 or 30 years?
- Should I refinance my home?
- How should I invest my money?
- I need someone to just review my investments.
- I'm changing jobs, what shall I do about my current 401k?
- How can I ever pay off this debt?
- Should I continue to rent or should I buy a home?
- Should I sell my rental property?
- I want to loan some money to someone. What's the best way to go about this?
- I need a spending plan!
TO HELP YOU SOLVE THESE IMPORTANT ISSUES, YOUR ADVISOR MAY PROVIDE: - Personal Financial Planning
- Retirement Planning Strategies
- Cash Flow Spending Plan (a.k.a. Budget)
- College Funding Advice
- Stock Option Advice
- Tax Planning
- Tax Preparation-Federal and State
- Research on Individual Stocks, Bonds, and Mutual Funds
- Developing a Savings Plan for a Specific Goal
- Rent versus Buy Scenario for Home Purchase
- Home-Financing & Refinancing Analysis
- Asset Allocation of Investments According to Your Risk Tolerance
- Amortization Schedules for loans
- Divorce Planning- Tax and Financial Considerations
- Ongoing Assistance or Hourly visits
- Recommendation, if necessary to Other Professionals (Lawyers, Brokers, Bankers, etc.)
- Second Opinions
HOW DO WE DO THIS? *We will obtain significant financial and other information including assessment of your goals, objectives, and attitudes. *We will analyze the information obtained in order to develop a plan or recommend a solution for your consideration. *We will assist you in implementing recommendations. *We will educate you and help you to be financially informed. *We will be available to you for future consultations as you see fit.