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 of money?
- 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.