Questions

"If one advances confidently in the direction of his dreams, and endeavors to live the life which he has imagined, he will meet with a success unexpected in common hours."  

~Henry David Thoreau~

Key Financial Planning Questions:

Do you have clear financial goals?

Are you utilizing the smartest strategies to achieve your goals?

Will you have enough wealth saved to support your retirement years?

Are you utilizing Roth IRAs in conjunction with your work retirement
plan?

Are your investment assets properly diversified?

Are you paying too much in hidden investment fees?

Do you have the right amount of life insurance?

Do you have the right kind of life insurance?

Do you have an estate plan?

Do you have adequate emergency cash reserves?

Do you know four methods of obtaining income tax-free investment
growth?

Do you understand how inflation affects your financial plans?

Will your family be able to stay in their home if you die or become disabled?