Ask Us Anything

You've got questions, we've got answers...

A great way to get started.

This is an intense two-hour meeting where you control the agenda and we answer your questions.

Not only will we answer the questions you have, we’ll also provide you with a recording of our session along with a list of next steps and notes as reference points so you’re focused and prepared to take action.

Questions that might be on your mind:


  • I’m almost to retirement. Have I saved enough?
  • Which accounts should I take money out of and when?
  • When should we take social security?
  • How do I max out my benefits?
  • Should I convert my 401(k) to a Roth 401(k)?
  • Should I take my pension as a lump sum or an annuity?
  • Which funds would you suggest using in my 401(k)?
  • Should I adjust my investment asset allocation?

Managing Your Finances

  • Which accounts should I take money out of and when?
  • Should I fund a Health Savings Account?
  • We’re about to get married. What’s the best way to handle our joint finances & expenses?
  • Should I pay off my mortgage now?
  • Should I buy or lease? Rent or buy?


  • Which funds would you suggest using inside of my 401(k) 403(b)?
  • What could I do to improve my portfolio?
  • Should we keep funding our Cash Balance Plan?
  • Does my asset allocation look right to you?
  • My advisor suggested these funds… what do you think?


  • Is this policy right for me?
  • How much life insurance and disability insurance do I really need?
  • When is an annuity an appropriate tool to use? (we’ll help you out a bit with this one right now… rarely. Very rarely.)

Make an Appointment