Questions We Address


  • The market has done well but I’m not sure if I’m on track for retirement?
  • What does retirement look like for me and my family?
  • Can I change careers at my age and still be financial OK?
  • What should I leave for my family and how can I do it effectively?
  • College is expensive; how can I help my kids without jeopardizing our retirement?
  • How much is “enough” for retirement?
  • Where am I financially from a big picture perspective?
  • Are my investments tied to my long term goals?
  • Does my advisor know my most valued asset, my family?
  • Can someone explain how world events effect my portfolio in a language that I can understand?
  • Will my advisor only help me if I buy a product?
  • I’ve had a financial plan before but can someone actually follow through?