You are focused on building wealth, saving for college, and, of course, retirement planning. Let us guide you through all the questions you may have:
- Am I saving money in the right places?
- Can I afford…a second home, college tuition, traveling, a boat, etc.?
- How can I set my kids up for financial success?
- Do I have the best investment allocation for my goals?
- What do I do with my company stock and/or stock options?
- How can I reduce my tax liability?
- Can I simultaneously save to achieve my retirement goals and fund my children’s education?