Reflectonyourworld.
We help manage your financial affairs through life’s transitions so that you can feel confident even in times of uncertainty and change.
- Do I have enough money to retire and maintain my lifestyle?
- When do I start to draw on my retirement assets?
- Can I continue my philanthropy as before?
- Will I be able to leave money to my children or to charity?
- Will I be able to cover my expenses during and after this transition?
- What happens to my deferred comp at my former company?
- Should I transfer my 401K?
- How do I settle my late spouse’s estate?
- Who do I need to notify?
- Do I need to review and/or update my will/estate plan?
- Can I afford to maintain my lifestyle?
- Am I still on track, am I invested appropriately?
- Do I need a new team of trusted advisors?
- How much do I need to sell my company for to maintain my lifestyle?
- Do I need an investment banker to sell my business?
- What should I be considering from a tax and estate planning perspective?
- What should I be budgeting for when I have a baby?
- What are my options for saving money for my child’s education and future?
- What can I spend on a new house? What are my financing options?