THE BURNING QUESTIONS THAT MOST PEOPLE ARE SEEKING ANSWERS TO:

1. Do you know exactly how much money it is going to take for you to be able to retire comfortably and TO REMAIN COMFORTABLY RETIRED?
2. Do you know how much your family would have to pay in estate taxes - and where the money would come from - if, God forbid, the tax became payable tomorrow?
3. Do you know what it will cost your children to give your grandchildren the education you gave them?
4. Are you perfectly happy with the financial advice you’ve been getting over the last couple of years? Can you at least see the wisdom in getting a second opinion at this point?