Wealth Management & Distribution Planning
Does my current savings plan allow me to retire comfortably?
Where should my retirement savings be invested?
Do I have proper asset allocation and does it fit with my time horizon and risk tolerance?
Am I utilizing tax advantaged account registrations for tax-deferred growth?
Do I participate in annual Wealth Checkups?
Things to consider:
- Traditional IRA
- Roth IRA
- SEP IRA
- Brokerage Services
- The 4% Rule