Frequently Asked Questions
You Have Questions—We Have Answers
Financial planning is a complex practice, and a lot goes into the planning process. These are some of the common questions many clients have that we can help answer and plan for during a one-on-one consultation.
Through the compliant use of trusts, income-generating products and other devices, you may be able to reduce and eliminate personal income taxes and taxes on future generations.
With certain strategies, such as the reverse mortgage, suitable candidates can tap into their equity while staying in their homes.
You don’t have to sacrifice one priority for another. We can help you create a plan that minimizes the financial impact of college costs without it sabotaging your retirement planning.
There are products that have multiple uses and affordable premiums that can both help secure your inheritance and spouse’s lifestyle while also providing resources for nursing home and other long-term care expenses.
Without properly appointed IRA beneficiaries, your assets could be decimated by estate taxes and distributed through probate. Find out how to properly assign IRA beneficiaries in a way that won’t be contestable.
They say there’s no return without risk, but we can help you find products that prove this statement untrue.