Retirement Planning

  • When can I retire?
  • Am I on track?
  • Can I retire sooner than I thought?
  • How much money can I live on?
Elderly couple hiking
Professional man taking notes

Tax Strategies

  • Is there anything I am missing?
  • Can I lower my overall lifetime tax bill?
  • Should I consider a Roth conversion?

Charitable Giving

  • Should I give appreciated investments as opposed to cash or a check?
  • After age 70½, should I consider a QCD from my IRA?
  • Should I bunch my giving in one year?
Daughter laying head on fathers shoulder
Grandfather and granddaughter talking

Business Planning

  • Am I too busy to manage my finances?
  • How can I take advantage of a down year?
  • Selling my business soon? Are there tax-saving strategies to consider?

Estate Planning

  • When was the last time I updated my beneficiaries?
  • How are my assets titled?
  • Do I need to consolidate and simplify?
  • Should I update my will?
  • Do I need a trust?
Grandfather playing with grandkids
Professional woman on phone

Portfolio Management

  • Am I properly diversified?
  • How am I positioned?
  • What is the right balance of active and passive investments?