HOW CAN A FEE-ONLY FIDUCIARY WEALTH MANAGEMENT FIRM HELP YOU?
PREPARE FOR THE UNEXPECTED
• How much should I have in emergency savings?
• I’m worried about my job security, can a fee-only fiduciary advisor help?
• I just got laid off, how can I make my money last while I find a new job?
• How can a wealth management process ensure that my family is taken care of if I die?
• Should I leave my money to my kids equally or give to those who need more?
PREPARE FOR LIFE CHANGES
• We’re starting a family and need financial planning help to buy a home/car and plan for college.
• I just got a promotion and need and need a financial planner to help sort my savings.
• Should I quit work to raise a baby?
• Can I afford to quit my job and start a business?
• What can I do to leave a legacy?
HELP WITH YOUR INVESTMENTS
• I want a fiduciary financial advisor to manage my investments.
• Market volatility worries me, and I’m not sure my investments are correctly aligned.
• I no longer have the time nor inclination to manage my investments.
• How much should I contribute to my employer’s retirement plan?
• What can I do with my old 401(k) or 403(b) accounts?
PLANNING FOR RETIREMENT
• How should I invest to save for retirement?
• How much can I afford to spend every month in retirement?
• Can a wealth management process ensure that I don’t run out of money?
• How can I prepare my retirement savings for market volatility?
• Should I request equal monthly pension payments or a lump sum?
Are we a fit? Schedule your no obligation 15-minute introductory meeting to find out.
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