Wondering whether to rent or buy a home? Saving for a down payment? We can analyze the choices and advise on financing for a home purchase.
Worried about how much to save for retirement or whether your funds will last your lifetime? We can run simulations to quantify your choices, establish investment policies, and advise on portfolio allocations and choosing specific securities.
Anxious about saving enough for your child's education? We can advise on saving to meet future tuition costs, using tax-advantaged savings plans, and obtaining student loans to meet your concerns.
Divorced or widowed and trying to cope with a new financial reality? In a life transition and need answers to money questions? We can help you get your feet back on firm financial ground, take control of your money, better manage your debt, and advise on investments.
Opening a new solo business and looking for start-up advice? We can assist you to frame and analyze your major choices so that you can decide and act.
Concerned about whether or not you have sufficient insurance coverage? We can work with you to assess the risks and advise on appropriate coverages.