Financial Planning Services
The 401(k) plan is just one piece of your overall financial picture. Let us know if you are interested in being contacted by a CERTIFIED FINANCIAL PLANNER™ to ensure you’ve got all bases covered including:
* Am I saving enough for retirement?
* Should I invest Pre-tax, or roth?
* What is the best type of life insurance for my situation?
* Saving for education costs
* Should I pay off my credit cards before contributing toward retirement?
* How does my mortgage and other large loans play in to my retirement picture?
* When should I get a will or set up a trust?