Broker Check

Financial Checkup Questions

A financial plan is a long term road map that has a defined starting and end point, but needs to remain flexible enough to accommodate the changing circumstances of life…

  • Have you changed jobs recently?
  • Are you properly diversified in your investments?
  • Do you care for an elderly parent?
  • Do you have small children and don't know where to start with college planning?
  • Do you understand your Social Security options?
  • Have you reviewed your beneficiaries on your accounts?