1. Get my will and estate plan updated
2. Help the kids understand their potential inheritance
3. Get completely financially organized with all my financial documents (wills, trusts, real estate deeds, insurance documents, titles to vehicles, etc)
4. Review my retirement accounts and see if I’m on track for retirement
5. Update my budget plan and track all expenditures
6. Come up with a long term plan to get debt free as quickly as possible
7. Review my home and auto insurance for possible inadequate coverage
Don’t worry! We can help you accomplish all of these goals and more. Contact our office at 830 609-6986 or email us at in**@ci*******.com
