I help my clients answer:
- What is a financial plan ~ and do I need one?
- Should I have a Roth IRA?
- When can I retire?
- Will I run out of money?
- What do I do with my old 401k?
- What if my spouse dies?
- How much insurance do I need?
- I don't want to go to a nursing home- what should I do now?
- How can I be tax efficient with my IRAs and Roth IRAs?
- What if I get sick or hurt and can't work?
- What happens if I lose my job?
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Location
Sterling Office
- Phone:
- 815-213-7181
- Mobile:
- 815-441-9305
Hours
M – F: 9 a.m. – 5 p.m.