I have a process that I use to help individuals, small business owners, domestic partners and families cope with their financial problems and realize their financial goals.
In addition, I help my clients answer the primary financial questions all of us have.
- How will my family support itself if I prematurely pass and am no longer around to pay the bills?
- Do I have enough assets to support myself when I am retired, how should I invest the assets I have so that I can afford a comfortable retirement, and what things can I do to keep from outliving my assets and becoming a burden to my family?
- How will I support myself and my family if I become too sick or disabled to work?
- How will I support myself and my family if I lose my job for an extended period of time?
- Do I need a will? Do I need to do estate planning?
- Assuming I have enough assets for my personal needs, what’s the most tax efficient way to pass my wealth to my children, grandchildren or charities?
- How can I protect the legacy that I leave my family and prepare them to manage their wealth responsibly?
