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Common Questions

There are many questions you face when it comes to looking at your finances. You may have asked yourself many of these questions:

Loans and Mortgages

  • Does it make sense to re-finance my house?
  • What type of mortgage should I do?
  • Should I pay off my mortgage?

Investment Management

  • How are my investments doing? Can I do better?
  • Am I invested properly for my goals and objectives?
  • What are the best investments based on the economy and the markets right now?
  • IRA, 401(k), Roth, 529, ESA... so many choices, what is best for me?

Employee Benefits

  • Do I have too much money in one stock?
  • Should I save into my 401k at work, or fund a Roth IRA?
  • What should I do with my stock options at work?

Education Funding

  • How much should I save for my kid's education?
  • What is the best way to fund my kid's education - Roth, 529 Plan, or ESA?


  • Am I on track to retire? If so, when can I retire?
  • If I retire now, will I have enough so I don't run out of money?
  • How much income will I need after I retire?
  • What is the best way for me to set up a monthly retirement income?

Taxes and Estate Planning

  • How can I reduce my tax bill?
  • Why do I need a will or trust?
  • I received an inheritance; now what?
  • How can I ensure my beneficiaries will inherit my legacy and not Uncle Sam?
  • Do I have enough insurance to protect my family? Do I have too much insurance?

Who has time to figure all this out?

We do.

Answering these types of questions in relation to your personal situation is what we specialize in.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  952-997-8950