| Q. |
How much money will I need for my child’s
college education? |
| A. |
We will, after careful review of your financial situation
and your goals, develop a strategy to save for this essential
part of your child’s life. |
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|
| Q. |
How do I know what to save for retirement, when I don’t
know if I am going to get Social Security |
| A. |
When we look at your retirement goals, we can make projections
on your income with and without Social Security benefits.
You will then be able to start or continue your savings
plan accordingly. |
| |
|
| Q. |
Will you help me develop a plan and goals even if I
decide to implement them on my own? |
| A. |
Yes! Our business is structured so that we can do the
planning, the implementation, or both. Just give us a
call. |
| |
|
| Q. |
If I buy stocks, how can you help me protect myself? |
| A. |
Although we can’t offer any guarantees, we use
a strategy of different types of “orders”
with your stocks to attempt to limit your losses as well
as protect your profit as your stocks increase in value. |
| |
|
| Q. |
I don’t like the idea of you being paid commissions.
Is there another choice? |
| A. |
Yes! Our business is designed to do what’s in
your best interest and what you feel comfortable with.
We can work on a fee basis, commission basis or a combination
of both. |
| |
|
| Q. |
I have accumulated a fair amount of assets over the
years. Can you help me protect things so my heirs aren’t
burdened with the estate and tax problems? |
| A. |
Yes. There are many issues that need to be examined
to avoid major problems with your estate. We can develop
a plan for you and your heirs to make an uncomfortable
situation much easier to deal with. |
| Q. |
How can I get more hands on service for
my company’s retirement plan without changing everything
and upsetting my employees? |
| A. |
As a business owner or retirement plan director, very
often you can keep your current plan in place and just
change the servicing agent or company. We are very familiar
with this procedure and can help you with this process. |
| |
|
| Q. |
Can your company offer my business and employees various
benefits so we don’t have to call several different
people? |
| A. |
Yes! Our business is structured in a way that you can
call us for all of your benefit programs; we have experts
in group insurance, retirement plans, executive benefits
and other areas as well. |
| |
|
| Q. |
As a business owner, I know there are things I need
to do if something happens to my partners or myself. Can
you help me with this? |
| A. |
Yes! We have experts that specialize in helping businesses
set in place the important issues to avoid those things
that can severely damage your company in the event of
an unforeseen incident. We work hard on this so you
can
concentrate on your business. |
