Art

Will your estate be devastated by taxes?

How can you minimize your taxes?

Have your investment goals changed over time?

Do losses keep you awake at night?

Do you know where your money goes?

What do you value most in life?

Having trouble deciding when to buy or sell investments?

When is the best time to sell an investment?

Will your family be OK?

What does retirement mean to you?

Are you ready for retirement?

Is your asset mix right for you?

What keeps you up at night?

What would you do if you had more free time?

Are you fearful of making an expensive mistake on your taxes?

If you had more money what would you do?

Unsure about your rate of return?

How much risk should you take?

Should you keep the house?

Tempted to make investments that aren’t part of your “plan?”

Are you invested for retirement?

Worried you’ll outlive your money?

Do you have to give up your pension?

How do you get a fair settlement?

Are your emotions affecting your investment decisions?

Going through a difficult transition in your life?

Why is asset allocation so critical?

Are you prepared for disaster?

Making the same investment mistakes over and over?

Are you missing the big picture?

Do you have a fear of being audited?

How would you define “risk?”

What have you always wanted to do?

Having trouble setting goals?

Which of your current responsibilities would you like to give up?

Do you have a strategy?

How much is enough?

Are your documents in order?

When are you happiest?