Have You Had Your Financial Check-Up?

We all have an annual physical exam to promote physical health.  But many of us ignore our financial health

I offer a free, no obligation financial check-up at my office.  It's non-invasive and covers the following:

Tax Planning:  Are you using all available techniques to reduce your federal and state taxes?

Investment Planning:  Are you happy with your level of risk and returns this past year?

Retirement Planning:  Have you had an analysis done to see if you can continue the same lifestyle you live today, at retirement?

Income Planning:  Do you feel comfortable that if you are disabled, all of your personal and business bills will be paid?

Asset Preservation: Do you feel you have an appropriate amount of life & liability insurance given your financial goals?

Estate Planning: Do you have a current properly drafted will, living will, and trust that protects your family members?

Business Planning:  When was the last time you appraised your business?

Education Planning: Have you determined what you will need to invest to educate your children & grandchildren?

Debt Management:  Do you have a debt management plan as to how to use debt to your advantage?

Special Needs: Does anyone in your family have special needs (Alzheimer's, disabilities, Alcoholism, drug addiction, M.S.)?

CONTACT ME TO SCHEDULE YOUR FINANCIAL CHECK-UP.  DONT IGNORE YOUR FINANCIAL HEALTH.