When you are presented with a range of possibilities relative to your unique financial goals and are able to fully understand the trade offs involved, you can make better financial decisions that will lead to better outcomes. With a financial plan, you won’t have to wonder if you are doing the right thing, you’ll know.

A quality financial plan can help you answer the following questions: (click for more detail)



when can you retire

the answer depends on a lot of things



When can you realistically retire?

How much life insurance do you really need?

Are you invested correctly?

How much will you pay for healthcare expenses in retirement?

What is the best age for you to claim social security benefits?

Which pension payout option is best for you?

What is estate planning? Do you need it?