One way to describe the services we perform is to present the type of questions we address
questions for Millennials
What type of account should I put my savings in?
I have a 401k at work, what investments should I pick?
How do I manage credit card debt?
What should I know about health insurance?
How much should I spend buying a car?
questions for baby boomers
When can I retire?
How much can I spend in retirement?
How will I avoid running out of money in retirement?
When should I (we) take Social Security?
Can I maintain my lifystyle?
Am I prepared for health care costs?
How should I withdraw money from my investment & retirement accounts?
Do I need a living trust?
If I died, would my spouse know how to....?
Should I consider a Reverse Mortgage?
questions for Gen x
How much should I be saving for my retirement?
What about college for my kids?
Do I need a will? What about other documents?
What should I know about life insurance?
How much should I spend buying a home?
questions for the greatest generation
What if I need long term care?
Where will I live if I can't live at home?
How do I avoid being taken advantage of?
What is important to me at the end of my life?
How easily will my assets transfer to my heirs?