A customized portfolio tailored to your individual needs is paramount in helping you achieve your life goals.
- Investment Management
- What is your risk tolerance?
- What are your liquidity needs and time horizon(s)?
- Does your current portfolio allocation match up with your risk tolerance?
- Is your portfolio properly diversified?
- Does your portfolio have overlapping exposure to certain asset classes that you are unaware of?
- What are the transaction costs of your portfolio?
- What are the management fees of your portfolio?
- Is your portfolio tax efficient?
- Retirement Income Planning – How much do you want in retirement?
- What is your projected Social Security Benefit?
- At what age can you take Social Security? Is it taxed?
- When should you take Social Security?
- Do you have a pension? What are the options for your spouse? What strategy are you using?
- Are you saving enough to supplement social security and any pensions?
- How much does your employer match your 401(k)?
- How are IRA, 401(k), 403(b), & 457 distributions taxed?
- What are required minimum distributions at age 70½?
- Do you have deferred compensation and/or stock options? How are they taxed?