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More than 10 Years to Retirement

More than 10 Years to Retirement

More than 10 Years to Retirement

This is your information page if you are more than 10 years to retirement and are ready to start planning now. You might be looking for help with: 

  • Starting Estate Planning (Trusts, Wills, Directives)
  • Already maxing out Employer Sponsored Plan, Looking for Other Ways to Invest 
  • Allocating your Employer Sponsored Plan 
  • Savings for a Homemaker Spouse 
  • Considering Roth Conversions 
  • College Savings Plans
  • Cash Management for Infrequent Payments (Bonus Payments, Sale of Business or Large Assets) 
  • Protection (Life Insurance) 
  • Creating a Retirement Plan for Your Small Business 
  • Advanced Tax Strategies 


What Questions Should I Ask You? 

If you've never partnered with an Advisor before, you might be wondering what information you should consider as you make your decision. 

  • How will you partner with my tax team (CPA, estate planning attorney, etc.)? 
  • How do I check on your compliance history with the regulatory bodies?
  • How often will you connect with me throughout the year? 
  • What fees do you charge?  
  • How do you protect my information? 
  • How quickly will you respond to me when I have a question? 
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