Business Meeting

FINANCIAL PLANNING

We want you to have peace of mind when it comes to your future. We believe the best way to do that is to understand your world, your goals, and your family. We will educate you in areas around money, especially "what you don't know that you don't know"

 

These are some areas we would touch base on:

  • Establishing or updating a will

  • Setting up a trust, if needed

  • Preparing financial and medical powers of attorney

  • Reviewing your quality-of-life directives

  • Restructuring your current life insurance, if beneficial

  • Make sure your beneficiaries are correct

  • Pursuing long-term care protection

  • Consider an ID Theft Plan

  • Look into Umbrella Liability Protection

  • Calculating the best way to claim social security

  • Going over your current investment portfolio to make sure it is balanced

  • Help prepare a 'Survivor Guide' for your children

 

Creating a customized plan and discussing these topics will help you live abundantly.