Investment consulting
Financial planning
Professional information

□    When can I afford to retire?

□    How much should we invest and how?

□    How can we save on our income taxes?

□    How should I choose among the benefit programs offered by my employer?

□    When should I begin to take my Social Security retirement benefits?

□    How much should we have available for emergencies or unplanned events?

□    What should we plan on saving for our children's college expenses and how?

□    Should we consider purchasing a house or rent?

□    How much should I save each year?

□    Should I contribute to a 401k, IRA, Roth IRA or other retirement accounts?

□    How much life insurance should I own and what type?

□    Should we consider purchasing Long-Term Care Insurance?

□    What estate planning documents do we need?