I welcome any questions. These are only examples:

• How much risk is involved in each investment?How does the risk change over time?What are the pros and cons?Are there tax considerations?

• What type of investments are guaranteed? 

• How should we prepare for retirement, and how much is enough?Which investments should we use first and which investments last?

• How can Life Insurance and Annuities be used? Explain the different types.

• How can I plan for my children's educations?

• How can I include my business in my estate planning?What do I need to know about employee benefits?

• What are my different options regarding my children's inheritance? 

• When do I need to think about Long Term Care?  

• What are my different options regarding taking financial care of my parents?