CONFIDENCE
Successful investing is about
managing risk, not avoiding it. – Benjamin Graham
LONG-TERM CARE
Most people do not want to think about long-term care and therefore are not ready when the time comes. We understand that needs change over time and we want you to be prepared with a plan in place so when the time comes, you and your family have options.
Are you interested in learning more about Long-Term Care? Contact us for more information.
No well-planned retirement should be without long term care insurance. It is the very
cornerstone of retirement security. – Suze Orman
FINANCIAL PLANNING CHECKLIST
- Have you determined your short- and long-term financial goals?
- Are you saving and investing sufficient sums to fund your short- and long-term goals?
- Are you making the best use of tax-deferred savings plans, such as IRAs, 401(k)s, and Keoghs?
- If you are an employee, are you getting the optimum from your employee benefits?
- Do you have an "emergency fund?"
- Do you have adequate insurance?
