FAQ:

Questions are critical- so here's my promise to you. You can ask me any question you wish - but be careful what you ask - I'm going to give it to you straight - and you may not like my response. If we work together it is under this premise or not at all. B.Wren

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What do I sell?

Myself - Independence - Competency - Experience - Advice

Frequently Asked Questions:

I've attempted to list the top question for each Financial Planning category:

General

- Do we have enough to retire?

Cash Flow

- Where should we be saving and are we saving enough?

Tax

- Are we missing opportunities to reduce our current and future tax liabilities?

Investment

- Does our investment strategy make sense for us?

Insurance

- Are we properly insured; or do we have too little or too much insurance?

Estate Planning

-What is estate planning and is it important to me?

Business

-What can we be doing better?

Do you have questions?

Are you ready to get answers?

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