When should you contact us?
- When you experience a major life event, such as
the birth of a child, marriage, or the death of a family member.
- For an objective evaluation of your investment portfolio.
- For advice on the financial aspects of a divorce
settlement, both prior to and after the divorce.
- When you are approaching retirement, or switching jobs and rolling over a
retirement account.
- If you would like help with specific issues, such as:
- Setting appropriate financial goals
- Investing and budgeting for your lifestyle
- Funding a child's education costs
- Investing for retirement
- Drafting or revising an estate plan
- Evaluating insurance needs
- Tax planning
Getting Started
The first step is to have a brief, no cost meeting to get acquainted and
determine if we have a basis for working together.
Please call us at 914-242-0553 to arrange a meeting or complete the
brief Contact form and we will contact you.
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Copyright
© 2002-2003 Softhands Consulting, L.L.C.
All rights reserved.
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