When You Should See Us (2)
Our Clients
When You Should See Us
Determining When You Should See Us
A wide array of details goes into designing your personal financial plan and we know it’s not always obvious to you when a change in your life merits taking the time to come see us and have a talk.
If you answer “Yes” to any of the following questions, then the sooner you make an appointment to see us, the more you may benefit from a visit:
- Have you recently changed marital status?
- Has your employment status, job title, or career changed?
- Has your health status or that of your spouse, parents, or children changed?
- Has your family just become bigger or smaller? Have any new children or grandchildren joined your family?
- Have you received an inheritance of any kind?
- Have you moved to a new location? Are you considering a possible move?
- Have any of your children moved abroad to study or work?
- Do you or your spouse plan on retiring and starting social security income?
- Do you have a big expense coming up that you were not aware of the last time we saw each other?
- Do you think your risk tolerance score has changed? Visit our online calculator to find out.
- Have you reached age 59 ½ or age 70?
To schedule an appointment, please call us at (708) 645 - 8820 or email us.
SIMPLY BETTER FINANCIAL ADVICE
A financial advisor can offer expertise and guidance to help you focus on actions
that add value, which can lead to a better investment experience.
Let's Get Acquainted
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
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