- You are confused and experiencing information overload.
- Financial planning has been forced to take a back seat by your
career and busy personal life. You hate having to think about
finances and investing but know it is important to your family's
security and future.
- Your investments have been neglected for too long and/or are
increasing your taxable income inordinately and you don't know
what to do about it.
- You want to align your financial life with your personal goals,
and work on those goals that will bring you the most pleasure
and satisfaction both today and in the future.
- You have reached your "middle" years and come face-to-face
with the need to plan for your last 30 years.
- You have decided to retire and want to know if this is the
right time to do so. You want a professional to manage your life
savings so you can have the time to enjoy new experiences.
- You've been through a traumatic divorce or death of a spouse
and need some financial guidance and direction to help you through
this difficult phase.
- You used to enjoy taking care of your investments but now you
want to spend more time on the pursuit of recreation.
- You've been through the "canned" plan programs and
now want to work with someone who will tailor your financial planning
to address your specific circumstances.
- You've won the lottery, acquired stock options, inherited money,
or have been the recipient of a legal settlement that has put
you "beyond wealth" and into creating a new lifestyle
for yourself.
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"You got to be careful if you don't know where you're going,
because you might not get there"
Yogi Berra
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