Questions

    Below are brief questions touching on some of the issues that many of my clients have asked us about initially and may arise as we explore your long and short-term financial goals. My intent is to give you something to consider as you prepare for our initial review.


QUESTIONS ...  That You Might Like to Ask Us ...clock

1)  "I don't really know exactly what my money's doing, and I suspect it could be doing alot more. How do you work in this area?"

I will access all of your financial needs. We can adjust your portfolio's asset allocation strategy for the right mix of income and growth to suit your risk tolerance.

2)  "I want to retire. Is it possible?"                   

It may be. I can help you roll over the assets in your retirement plan and potentially enter your best years with more security.

  

3)  "I want to keep my business in the family for another generation. What needs to happen?"

Talk to me about succesion planning. We can bring your attorney, your accountant, your managers and your family together in a team effort so your business can continue with the confidence of all parties, so you can make a smooth retirement transition.  

4)  "I want my heirs to be the major beneficiaries Grandmapa.jpgof my estate. Can you help us?"                    

Definitely. Charitable remainder trusts, living trusts and other tax-exempt strategies can shield your family wealth and even benefit your favorite charities after your death.

5)  "What if something unforseen happens to me? Can my loved ones count on some financial protection?" 

motherchild.gifMost professional advisors recognize Long-Term Care Insurance, Disability, Health and Life Insurance as critically important foundational wealth protection devices for most clients. From my experiences, I know that one of the benefits of doing professional planning and securing the appropriate coverage in these areas is a strong sense of peace of mind. Areas of financial planning such as Cash Flow, Tax Planning, Wealth Creation, Management & Distribution also address the very real "what if's" of life. We can show you the options to help protect your family against the potential burdens of an unforseen accident, injury, illness, or an untimely demise.

When families want to plan a more secure financial future, they turn to Englert Financial & Insurance Services.  Through my relationship with Eagle Stategies, LLC have access to a team of experienced, professional money managers available through Eagle strategies, LLC., a Registered Investment Adviser. We will assess where you are, and help get you to your destination. Contact Englert Financial & Insurance Services at (530) 224-6810

Click here for some additionally helpful  Calculators .

 

 

Need a little help in deciding which products and services would be right for you and your family? Please use this link to contact us. I can help you analyze your needs and recommend appropriate products.

I am not in the business of offering tax, legal or accounting advice. You should consult with your professional advisors to examine tax, legal, or accounting aspects of any topics presented.