Conversations I Have With Clients

The Main Questions I Answer For Clients

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- How much should I be saving and why?

- Could I actually be over saving?

- Am I saving into the right investments and how do I know?

- How much risk am I taking on for certain rate of return?

- Do I have to take on more risk for a greater return?

- How much can I safely take from my investments in yearly income in retirement and how do I know?

- How long will my money last based on how much I want to take?

- What happens to my chances of success if there is a down year in the market?

- What is the plan when the market returns a negative and I still want to draw my income in retirement?

- How do I make sure I don't outlive the money I have saved?

- What is the most tax advantaged way to preserve my investments and keep it out of the government's hands?