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Estate Planning

  • Will taxes or probate costs unnecessarily reduce your estate?
  • Have you legally appointed someone to make decisions for you if you are unable to make them for yourself?
  • Are you concerned about possible conflicts among your family members after you are gone?


  Insurance Planning

  • Do you understand how your personal net worth may be exposed to major losses?
  • What would you consider to be a loss you couldn't afford to assume?
  • If you died, would there be a significant financial strain on your family?

Investment Planning

  • What are your goals? Are you looking for safety, income or growth from this investment? 
  • What are the risks of this investment? Are you comfortable taking these risks?
  • How long do you plan to invest? Is this a short-, medium- or long-term investment?


Retirement Planning

  • Did you save enough money while you were working?
  • Will you be able to afford a comfortable lifestyle with your retirement savings?
  • How can you be sure that your retirement savings will last?