Are these your questions?
I’ve gathered an assortment of policies and investments. Can you help me to really understand what I have?
Do I have enough to enable me to do the things I want in life?
How much can I spend without worrying that I will run out?
How will my family do financially if I become ill or died too soon?
Are my investments doing as well as they should be?
You may be like many of our clients, needing to plan your retirement, already a retired couple, a widow or a divorcee.