It depends on what you want help with! If you want me to look at everything and make as many recommendations as possible, provide me with all of the information below. If you just have specific questions, or only want me to look at a certain aspect of your situation, I can do that as well.
What are your goals?
– Current income (indicate whether bi-weekly, monthly, annual, etc. AND if this is after or before taxes)
– Current expenses
– Projected income (if applicable)
– Projected expenses (if applicable)
What is your current investment strategy?
– Account Statements
– life insurance (death benefit, premium amounts, cash value (if applicable), riders, expiry date)
– annuity contracts/details (initial lump sum payment, monthly payment, lump sum income, monthly income, timeline)
Share any other information you think would be helpful/necessary.
Schedule an appointment or reach out to me sharing how you would like me to help you: