You Don’t Know What You Don’t Know!
Need a fresh set of eyes on your current financial plan?
Analysis
We have occasionally been able to help a person see that they are on the right track with what they have put in place to reach their financial goals. However, most often we have helped someone see:
They are not diversified enough with their taxes (taxable vs tax-deferred vs tax-free)
They are not diversified enough with their investments (in different accounts but 100% in the stock market)
They don’t have enough liquidity.
They are going to pay much more income tax than they realized.
The risks in their current path and provided some alternatives to course-correct them.
They don’t have adequate legal protections in place with their business partners.
How they can incentivize ‘superstar’ employees to stay for the long haul
Their money market account is not FDIC insured like they thought.
…and so many other scenarios
Our team of strategic partners to help with our comprehensive analysis include tax attorneys, CPAs, estate planning attorneys, family law attorneys, property & casualty insurance specialists, and more.
The sooner you know if there is a problem, the more time you have to try to correct it.