We meet with our clients several times a year, face to face or according to your preferences. Typical meetings regularly cover the following types of issues:

Investment Review
Review investment performance and discuss rebalancing opportunities.

Risk Management
Review risk management issues, particularly focusing on whether you have the appropriate level of insurance coverage (whether too much or too little).

Estate Planning
Review your current estate plan (wills, trust, beneficiary designations) and explore possible enhancements. If your estate might be subject to estate taxes, we explore mitigation strategies.

Tax Planning
Explore opportunities to reduce current and future taxes.

Tax Preparation
Review your tax information and meet to discuss after we have prepared your tax returns.

General Financial Consulting
Discuss your particular financial concerns and act as a “sounding board” as you think through your options.

Updated Financial Plans
Periodically update your Monte Carlo Retirement Plan Analysis to ensure that you remain on course to achieve your goals.