Frequently Asked Questions

We love it when you have questions! Here we provide answers to questions we often receive at our Consultations.

Can I retire early?

Well, that depends. There is no one “right” way to save for retirement, and everyone will have different goals and strategies. However, regardless of when you choose to retire, it’s essential to start planning for retirement early on.

Are you maximizing your social security?

Social Security is complicated; we take the complexity out of it and keep it simple! As well as explaining what it takes to maximize your benefits and when is the right time.

What are the elements of a sound estate strategy?

When looking at your estate strategy, look at the four legs of a stool, “Will, Power of Attorney, and Health Directive,” yet let us not forget the fourth leg, “coming in for your Complimentary Consultation.”

Are my investments working hard enough?

We can always take a look and ensure that you are comfortable with your investments working “smart” not hard!

What’s the best approach for college savings?

Come in and let us help you take a look and ensure that you are appropriately saving for your child’s future.

Do I have enough life insurance for my family?

Passing away is never expected. We want to make sure that your family is taken care of and that you have a legacy to pass on for generations.

1st Definition of Insanity

Doing the same thing the same way, over and over, yet expecting different results!

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your situation.