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Call us when...
There are some times whey it really pays to call us...
We like to think of ourselves as your personal and business financial advisor,
so call us any time you have a financial question, however there are a number of
situations where it can be very important to call us. These situations are
listed below.
1. Before you take any money from a pension plan.
2. When you are exercising any stock options. Especially Incentive Stock
Options.
3. When you are having a large change in your tax situation from the prior year.
Either up or down.
4. When there has been a death in your family.
5. When you are going to retire.
6. When you are going to Rollover a pension plan. (Unless you are rolling the
same type of plan directly from a trustee to trustee)
7. Before you start a business.
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