Here are some topics we will be discussing:
Do you have a Financial Junk Drawer?
Take an inventory of all the different financial products you own and ensure that they are well coordinated with each other. We will go over Protection, Savings, Growth, Debt Management and Tax Strategies
Life is an absolute trade off between enjoying your life today and saving for your future.
We will go over cash management and the impact of skipping savings from year to year
What are the most efficient places to save money for the future?
We will discuss different savings programs and their pros and cons.
We have all heard the importance of diversifying our investments portfolio's
Learn how you can diversify your assets from a tax standpoint to generate the maximum amount of tax savings over your lifetime
Have you heard of the 5 major retirement risks?
We will discuss the retirement risks we see most retirees face today and ways to manage these risks
What are the most efficient ways to transfer wealth to your heirs?
As the saying goes, nothing is certain but death and taxes. And since you can't take it with you, what will happen to your assets once you're gone?