Business Owners
- Do you have a plan for the business should something happen to you?
- Are you maximizing retirement and tax savings?
- Do you have a well thought out exit strategy?
Professionals
- Do you have a plan for the financial rewards you have generated within your career?
- Are the demands of work, family and community preventing you time to focus on a financial plan?
- Would you benefit from working with financial professionals who can help you with developing and implementing a road map towards your goals?
Sudden Wealth
- Have your priorities and goals changed as a result of your sudden wealth?
- Are you feeling pressured to move quickly but want to make wise decisions?
- Do you feel overwhelmed with the opportunities and challenges of receiving a large sum of money?
Life Transitions
- How can I protect what I have in the event of a job change or retirement?
- What would happen to my family if I became disabled or worse, died?
- I don't want my family to fight over my estate when I'm gone, what steps can I take to prevent this from happening?
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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