401k

Are you investing in your company 401(K) plan?

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College Planning

Will you be financially ready to send your child to college?

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Estate Planning

Do you really need a living trust or is a will sufficient?

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Insurance Needs

Do you know if you have the right amount and right kind of insurance? Do you know if you are paying too much for insurance?

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Investment Planning

Are you properly diversified to reduce risk? Are you paying too much in commissions and fees? Does your portfolio match your tolerance for risk? Have you selected the best 401k investment options?

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Retirement Planning

Do you know if you will have enough money to retire when you want to?

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