Has it been a hot minute since you’ve seen your Senior Wealth Advisor?

You can meet with Andrew Raymer or Ryan Husk as many times as is required throughout the year. do you need to see them monthly? Probably not. But if wealth is on your mind, or if there has been a significant change in your life recently, then it’s a good time to book some time. Lifestyle changes, employment changes, new goals, increased debt, a raise… are all significant reasons to connect again. Has your risk tolerance been affected? It’s a great idea to communicate these events with your most trusted partner – your Senior Wealth Advisor. Your partnership is valued. You can help build the agenda for your meeting.

• Do you receive too much paperwork? Tell us.
• Is now the right time to invest? Ask us.
• Should you take CPP early? Great question. Let’s explore that together.
• How do you minimize income and estate taxes? We’ve got you.
• With increasing interest rates, how can you best manage debt? It’s a popular question.

If there’s something you’d like to discuss, let us know. We’re here to answer all your questions, even the questions that are hard to answer.