What Questions We Answer

Your comprehensive financial plan will address all aspects of your financial picture. Here are a few of the questions we help you answer.

Income Planning

  • Do I make enough money to achieve my financial goals?

  • What should I do with my extra cash?

Expense Management

  • Do I spend more than I make?

  • How will having a child affect my expenses?

  • Do I have enough in my emergency fund?

  • How do I track my expenses?

Tax Planning

  • Are there tax advantages I should be considering?

  • Do I need to hire a CPA?

Debt Management

  • What debts should I pay off first?

  • Should I refinance my debt?

  • How long will it take me to pay off all my debt?

Insurance Planning

  • Do I have enough life insurance?

  • Should I buy disability insurance?

  • Do I need an umbrella policy?

Investments and Retirement

  • How should I be investing my 401k?

  • Do I have too much in my company ESOP?

  • How do I invest my money outside my employee plan?

  • Are my investments doing what they should be?

  • Am I taking too much risk before I retire?

  • When should I start saving for college?

  • How much money do I need when I retire?

  • Am I saving enough to retire?

  • Should I take a lump sum or annuity option from my employer plan?

  • Should I delay my Social Security income?

Estate Planning

  • Do I need a will or trust?

  • Should I have a POA in place?

Housing

  • Should I buy a house or rent?

  • How much should I put down on a house?

  • Should I refinance my current mortgage?

  • How much house can I afford to buy?

  • Should I update my home before I sell?

Thought about any of the questions above? Have financial questions not listed? Email me at Brian@TheAeroAdvisor.com or click on the button below for to book a free, 100% no-obligation phone call.