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“I want to retire at age 62, but I’m not sure I’ll be able to maintain my current standard of living. Can you help me reach that goal?”
“My investments are all over the place. I have a 401(k) plan at work, a brokerage account and a rollover IRA. Can you simplify my investments?”
“I never know if I have enough insurance, or what kind is right for me. What do I really need for insurance?”
“We want to buy a home and start a family. Can you help us plan for these major life events?”
“I have pretty good control of my finances, but I want an objective second opinion without someone trying to sell me some financial products. Can you provide the independent opinion I am looking for?”
“My taxes get more complicated and confusing every year. I’m never sure if I’m doing them right. Can you provide innovative tax strategies and prepare my tax return, too?”
“I’m planning on exercising my incentive stock options this year and investing the money the money in the stock market. My co-worker told me that he got socked with taxes when he exercised his ISO’s. Do you understand the complexities of the Alternative Minimum Tax?”
“I make good money but I never seem to save enough. After I pay all of my bills, I never seem to have anything left over to save. Can you set me up with a savings plan?”
“My employer gave me a list of mutual funds I can invest in for my 401(k) plan. I never heard of many of the funds and I’m not sure which ones to pick. Can you give your opinion on these investments?”
“I need somebody I can trust for objective advice on my personal finances. Since you are a both CPA and a CERTIFIED FINANCIAL PLANNER™ professional, I know you have rigorous professional standards to adhere to. Can you explain your credentials to me?"
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