Broker Check

The Important Questions

What are the important questions?  Each of us has our own way of phrasing them.  Each of us may rank them in a slightly different order.  To our experience though our clients have consistently had these top concerns:

  • Will I outlive my money?
  • When can I retire?  Will I have enough?
  • How much do I need?
  • What do I need to do to make my money last in retirement?  Is there anything?  Is it too late for me?
  • When do I start taking Social Security?  Will it still be there for me?
  • How do I possibly know if I am taking too much risk?  How much can I lose if the markets go down?
  • Will my retirement income go down if the markets do?

If you wonder any of these same things you are not alone. Contact us. We talk to people everyday and help them uncover what they are trying to accomplish.   By understanding you we can help answers these questions.  We provide guidance with every step.