Broker Check

Goals Review

In order to monitor that we are working toward your financial goals, we meet with you on an annual, semi-annual, or quarterly basis, in person or by phone. We review your current situation and address any life changes that might impact long-term goals. We also review your investments, along with strategies for tax planning, risk management, and estate planning. Between scheduled reviews, contact us in the event of any major life events so that we can adjust your plan as needed to keep it on track. Major life events include:

  • Retiring within the next three months
  • Buyout/severance package
  • Electing for Social Security
  • Change in employment
  • Change in marital status
  • Purchase of a home
  • Birth of a child
  • College planning
  • Death of a family member