I can help you explore:
Can I have tax-free income flow at retirement?
Will we outlive our income at retirement?
What do I want to leave for my family?
How can I minimize taxes?
What if I, or my family, need(s) help?
Can this endanger our retirement plans?
Have we set up durable powers of attorney?
Wills or trusts:
What’s the difference?
What happens without one?
Existing insurance policies:
Do I understand how they work?
Will they work well for the long-term?
Are beneficiaries and custodians current?
How can I benefit staff selectively?
How can I build and protect my business?
What is a buy-sell agreement? Should I have one?
What happens to business if I’m suddenly gone?