Do you feel your situation is challenging and that you need more sophisticated financial advice and financial services?
Would you value a relationship with a someone who will create a customized personal financial strategy for you?
Are you frustrated by all the conflicting financial advice you hear?
Are you tired of spending your leisure time looking after your finances?
Would you sleep better if you had a professional you could trust looking after your finances and your financial planning?
Would you like to have a specialist you can call whenever you need financial advice or a 2nd opinion?
Would you like a non-biased opinion on your insurance needs?
Do you think you could be doing better with your investments?
Are you concerned that you might be paying too much in taxes?
Do you need help dealing with your retirement planning?
Do you believe estate planning and trusts are the most tax-efficient way to pass wealth onto your heirs?
If you answered Yes to even one of these eleven questions, you should probably give some thought to a financial plan.
