Discovery / Free initial consultation
During our first consultation, you will get answers to the following questions:
- How much do I need to save to retire?
- When can I retire?
- How long will my money last?
- Will my portfolio protect me from a financial disaster?
- How much can I afford to spend?
- How do I live off my assets?
- Are my investments properly diversified in my portfolio?
- Am I on track to have the assets needed to meet my life goals?
- Can I afford to give to my children or give to charity?