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What’s on Your Mind?


Whether you’re getting married, changing jobs, saving for college or planning for retirement, most likely your finances are on your mind.  To help you plan for a sound financial future, we have a list of some important things you should consider depending on your life stage.  Take a look and make sure you are financially ready for what comes next.


  • Will my money last through retirement?
  • Do I need long-term care insurance?
  • What are my retirement investment options?
  • How do I manage all of my retirement plans?
  • What should I do with my employer retirement plan?
  • Since I am retiring soon, what do I need to do now?
  • Should I retire to a different state?

Education Planning

  • How much should I save for college?
  • When should I start planning?
  • Will I qualify for financial aid? Where do I start?
  • What are my college savings options?

Life Events

  • How do we manage our finances after getting married?
  • What happens to my 401(k) when I change jobs?
  • What are my options if I am laid off?
  • I am getting divorced. What happens to my assets?
  • How do I help my recent college graduate transition into the workforce?
  • What do I do when a loved one dies?
  • What should I do in times of market volatility?


  • How does Medicare work?
  • What should I look for in a nursing home?
  • How do I cope with Alzheimer’s disease?
  • What happens if I have to care for my parents?

We are here to help you with these and any other concerns you may have about your financial future. We encourage you to schedule a consultation with one of our experienced investment consultants and let’s talk about what’s on your mind.


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*Please consult your tax advisor for tax related issues.

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