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