My Area(s) of Interest/Concern
I would like to learn more about how I could benefit from both comprehensive financial planning and the better overall financial coordination and organization that it brings.
Retirement Income Planning
I am concerned about if and when I will be able to retire and that I do not outlive my assets and resources when I do.
Portfolio Design, Analysis and Management
I am interested in reviewing my investment portfolio to see if I have an appropriate asset allocation and am being rewarded for the risk being taken.
I have assets at other financial institutions or with prior employer’s retirement plans that I am concerned about and would like to discuss having you manage.
Life, Disability and Long Term Care Solutions
I am interested in reviewing my life insurance coverage for both the appropriate level of coverage and type (term or permanent) and/or whether my premium(s) can be lowered.
I am interested in ensuring that I/we have adequate disability insurance coverage to protect my self/family.
I am interested in exploring possible long-term care insurance options for myself or someone close to me.
Estate Planning Strategies
I am interested in reviewing my estate plan to ensure that I maximize the amount passed to my beneficiaries, that I manage estate taxes and to ensure that my wealth is protected from creditors and others.
College Education Planning
I would like to explore college savings options (529 Plans, etc.) and their impact on possible financial aid.
I am interested in reviewing the benefit plan I am offering for group coverage (health, life, disability, LTC, etc.) or retirement plan options being offered to my company employees.
I am interested in reviewing key employee benefits and retention strategies.
I am interested in reviewing business succession/exit planning strategies.
Further information regarding my area(s) of interest and/or more specifically, I am interested in discussing.... (fill in the blank)
If you requested follow-up... How do you prefer that I contact you? Please be sure to include preferred phone number or email and best time of day to reach you.*
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