What’s On Your Mind?
Most people don’t come to us asking for “comprehensive planning” or “tax diversification.”
They come to us with real-life financial questions and concerns—and they’re looking for answers that are time tested.
If you’ve ever said something like this, you’re in the right place.
Retirement Planning Problems
- I’m not sure how to turn my life savings into income.
- I don’t know if I should take Social Security at 62 or wait.
- I think I’m ready to retire, but I don’t know if I have enough.
- I’m approaching retirement, but I have no real plan.
- How do I turn my savings into consistent income?
Tax Problems
- I’m worried I’m overpaying in taxes.
- I hear a lot about Roth conversions, but I don’t know if they’re right for me.
- I’m not sure which accounts to draw from and when.
- I’m getting ready to sell something big—how do I avoid a tax mess?
- I want to stop overpaying—but don’t know what I can actually do about it.
Real Estate Problems
- I’m tired of managing all these properties and don’t know if I should sell.
- If I sell, I’ll get slammed on taxes. What should I do?
- How does real estate even fit into my overall financial plan?
- Should I keep renting this out or cash out now?
Estate & Legacy Problems
- I set up a trust years ago—but I have no idea if it’s still right or what to do with it.
- My kids are grown and my plan was made when they were toddlers.
- I want to give to charity, but don’t want to make things more complicated.
- I’m not sure my wishes would be honored if something happened to me.
- My estate plan is outdated and I know it.
- I have a will or trust—but no idea what to do with it.
- I just want to make sure my family is taken care of.
Business Exit Problems
- I want to sell, but not lose a chunk to taxes.
- How do I even start this process?
- Can I turn this business into retirement income?
- I don’t want to lose a huge chunk to taxes.
- My business is worth something—how do I turn that into a retirement plan?
Cash Flow & Investment Problems
- I have a bunch of accounts, policies, and assets—but no clear picture.
- I’ve saved a lot, but it still feels like I’m winging it.
- I’ve got a lot in one stock and I’m afraid to touch it because of taxes.
- My cash is just sitting there—I know I should do something with it.
- I want to know I’m doing the right things with my money.