We don’t want to waste your time. So, if you are asking some of the questions below, reach out. We can definitely help. If not, we’d be happy to introduce you to another planner.
- Do I have enough money to do what I want to do in retirement without running out?
- If something happens to me, will my family be okay?
- Which retirement accounts should I draw from first in retirement and when should I claim Social Security?
- How do I minimize taxes now that I’m retired?
- How will I get health care if I retire before age 65?
- How should my investments be positioned now that I’m retired?
- Should I pay off my mortgage?
- Is now a good time to sell my business?
- I’m ready to sell my business, what is it worth and what’s next?
- How do I minimize my taxes when I sell?