When we speak with you, we will do a deep dive into what you are currently doing and what you may be missing out on. Do you have a company retirement plan or 401k and how is it allocated? Are you participating in an IRA and whether its a traditional or a ROTH? Do you have non- retirement savings that are available for emergencies? If you have children, have you begun college savings in tax efficient accounts? These are the some of the basics of any accumulation plan, and we want to know what you are doing, why you chose those programs, and determine if your current savings matches up with your risk tolerance and long term goals.
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