Fix Your Finances

Stress-Free Financial Planning

Keeping up with your finances can feel overwhelming. That’s where we come in. Pull up a chair and tell us what’s on your mind.

 

  • RETIREMENT PLANNING
    How can I retire before I’m 99? We’ve got this one—everyone should enjoy their golden years.

  • HIGHER EDUCATION PLANNING
    How can I pay for my three kids to go to college? What if one picks that school in Switzerland? We’re here to help. But if you’re looking for Thanksgiving flights from Switzerland—you’re on your own.

    Wondering what college costs will be like in 2032 (and how it’s possible that you’ll be the parent of a college student)? The American Funds’ College Savings Calculator can also give you a better idea of the contributions needed to save enough to send Johnny or Janie off to school worry-free (well, mostly).

  • TAX CONSIDERATIONS
    Any way I can make April 15th less cringe-worthy? We’re here to help keep Tax Day nightmares to a minimum.

  • ADVICE ON A MAJOR PURCHASE
    Is it a good idea for me to buy a beach house? Let’s talk about big purchases and make sure you’re on the right path before you sign up for surf lessons.

  • INSURANCE PLANNING
    Family+age+economics=? We’ve got the answers to all of your equations.

  • ESTATE PLANNING
    What happens when…? We’ll take the worry out of future uncertainties so you really can rest in peace.

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