Thanks so much for your interest.
The best way to shift your thinking about financial services is to set up a meeting with us. We’ll sit down and talk - human to human - about how we can add our strengths to yours.
Life is full of stuff. And sometimes that stuff can really get in the way. Uncle Harry’s advice about what you need to do at this point in your life may have come from his genuine desire to help you out (as if you needed it), but Harry’s ideas might be, well, kinda wrong.
Financial security requires that you do a few things well. Yes, you read that correctly - we said “a few things.” So let’s sit down and see if we can’t untangle this rat’s nest together.
Typically, this is the schedule we’ll follow if we’re doing a combination of consulting advice and investment management:
Estate document review (wills, trusts, power of attorney, etc.)
End of year tax planning + options
ACA/Medicare enrollment review
Employee benefit election review
Prior year review
Cash flow and budgeting, debt advice
Credit score and report
Tax reporting data
Update and track projections for retirement, college, etc.
Insurance review: Life, Disability, Home/Auto umbrella
Annual billing review