Broker Check

Complimentary Financial Review

My general approach in performing Complimentary Policy or Investment Reviews is as follows:

  1. What is it you are trying to accomplish?
  2. What do you like about your current policy or investment?
  3. What is it that you don't like?
  4. Why don't you like it?
  5. What changed that made you no longer like it?

To perform a complimentary review and educate you about the implications of change and what your options are, I would need a copy of the policy or investment and possibly your most recent tax return to do a complimentary review of it so that we can make informed recommendations. After I complete the complimentary Review, I may recommend independent consultations by tax professionals or other specific experts, such as attorneys, for some aspects.

There are many reasons people change policies or investments.

Here are some of them:

  1. People move in and out of our lives affecting beneficiary status and much more.
  2. As we age, we have less energy to fight piles of paperwork.
  3. We no longer need some things that were once important to us.
  4. Sometimes consolidating accounts saves money.
  5. New needs pop up.
  6. What we once could rely on to do ourselves, we now need to hire help for.
  7. New technology, new pricing, and new services provide new benefits.
  8. We lived longer than we thought we would and now need to stretch our dollars.
  9. Governments have less entitlements to give us and we need to take on more responsibility.
  10. Advances in health care can provide longer and better life but increase our cost of living so we need to rearrange our spending to afford that care.
  11. We want to leave a legacy for our families.
  12. We want to help charities and others who helped us.

See how I work with you on your no cost, no obligation Financial Reviews.

Schedule Your Complimentary Financial Checkup Today