Financial, Tax & Wealth Transfer Planning
- Investment Planning
- Tax Planning
- Retirement Income Planning
- Legacy Planning
Investment Selection & Management
What to bring?
- Completed Viquity Asset Management Financial Fact Finder
- Most recent investment statements
- Most recent federal tax return
- Questions and concerns you would like to discuss
- How do I take income from my 401(k) investments?
- Am I on the right track with my investment strategy? Could I lose big if another 2008 market crash happens?
- What are my options for saving on taxes? How do I limit the taxes my heirs will pay?
- How do I create more tax-free income in retirement?
- Should I consolidate my 401(k) plans? How do I best diversify them?
- How can I protect a portion of my money and still earn a respectable return?
- What kind of planning can I do to avoid becoming a burden on my family?
- How should I integrate my tax, investment and estate planning into one coordinated plan?