Similar to the checkup that a general practitioner performs when one has a medical exam, we perform a financial checkup to make sure that our clients’ financial affairs are in order. Many people overlook certain basic items regarding their finances. We make sure that our clients have tended to the important financial issues in their lives.
We review and comment on the following:
- investment allocations
- investment selections
- company retirement options
- tax efficiency
- mortgage rates and terms
- wills and trusts that may be in place, or possibly need to be in place
- insurance coverage
- outstanding debt management
- beneficiary designations
- and much more