7 Life-Defining Questions We Help You Answer
These aren’t easy questions—but they matter deeply. We help you face them with clarity, confidence, and a plan.
If you didn’t wake up tomorrow, what would happen to your family—or your business?
Would your loved ones know what to do? Would your business survive? We help ensure your wishes become your legacy, not a source of confusion or hardship.If you became disabled and could no longer work, how would your family or business manage financially?
The unexpected happens. Let’s make sure it doesn’t derail everything you’ve built.Who will you need—or want—to help with education?
Children, grandchildren, godchildren? Do you have a clear plan for when, how, and how much that support will cost?How do you envision retirement—not just the day after, but 15, 25, even 30 years later?
Where will you live? What will you do with your time? Will you have the financial freedom to enjoy it all, long-term?Are your parents still living—and might you be called on to support them?
And what about your own future? Have you considered the rising costs of long-term care or assisted living in your later years?Do you want to help your children or grandchildren financially—now, later, or both?
Whether it's giving with a warm hand or leaving a legacy, we’ll help you plan how and when to make the biggest impact.Is there a cause or institution that matters deeply to you?
If we could help you leave a meaningful legacy in a highly tax-efficient way, would you want to explore it?
7a. And one more…
When both you and your spouse are gone, up to half your estate could be lost to taxes. Who should pay those taxes? If your heirs have to, will they be forced to sell something you hoped they’d keep?
If you don’t have clear answers to these questions, you’re not alone.
That’s exactly what we’re here for—helping you protect what you’ve worked so hard to build, and giving you peace of mind that your plan covers what really matters.
Let’s talk.
