Will You Benefit from Financial Planning?

Have you ever wondered if a financial planning consultation would be beneficial to you? Take the quiz below:

• Have you ever wondered if you are saving enough for retirement and other goals, such as buying a house or saving for a child’s education
• Are you unsure if you’re taking advantage of tax strategies and accounts that are available to you? Do you know if your investments are creating a large tax burden for you?
• Are you less than 100% confident your investment strategies are in line with your goals?
• Are you curious if you have enough money to retire now? Additionally, if you were to retire, do you know how much income you could take from your investments?
• Are you already retired, but unsure if you should be taking more or less money from your investment accounts? And do you know which accounts you should be taking money out of?
• Do you want to know if you’re using the optimal strategies to pass assets to future generations and charities?

If you have answered yes to any of these questions, you may benefit from a financial planning consultation.