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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?