There are many financial questions in this fast-paced, technology-driven society in which we live that we need help with to make good decisions. If any of the following questions apply to you, please call us.
- Should I buy more life insurance?
- Should I refinance my home?
- Should I consider putting my assets in a trust to avoid probate?
- What is the best way to fund my child’s/grandchild’s college education?
- Should I buy a house?
- I have been made an offer on my business. Are they offering what my business is worth?
- How can I make my donations more tax efficient?
- My oldest child is going to college next year. Can you help me fill out the FAFSA?