Investment Management Solutions

Do you want to set up your annual financial checkup?

Most people understand the importance of periodic medical checkups. You value your health and are prepared to take steps to maintain it. You readily convey new issues to your medical professionals and help them monitor whether the prescribed plan of action is yielding the results you want. For many of us, scheduling a medical checkup is second nature.

But what about your financial health? Is your asset allocation appropriate or is it time to rebalance? Do you need help reducing your taxes? Are your investments keeping you up at night? Are your dependents protected in the event of illness or death? Much like taking care of your health, wealth management involves regular meetings with a trusted advisor whose expertise you can rely on.

Here are some questions that can help you get started thinking about the current state of your finances:

1. What strategies do you use to reduce federal and state income taxes?

2. What asset allocation model are you using to unify your investment portfolio?

3. When did you last review your retirement programs to see if you are on track?

4. How well covered are your income and investment programs in case you become injured or ill?

5. How thoroughly have you reviewed your estate plan with your dependents?

We can help you start addressing the opportunities and challenges. We can analyze your current situation and help make sure your financial plan is working towards your goals, not against them. Call us to schedule your annual financial checkup today.

Call 858.752.1726

Asset Class growth over time is illustrated on the Ibbotson Chart. Note that historical performance is no indication of future results.