Client Review Resources

Let's get the conversation started.

Life involves constant change. Whether change arises unexpectedly or is a result of deliberate planning, the outcomes may affect your financial needs and goals.

Periodic review meetings are an extremely important element of our working relationship. Please take a moment to review the list of some major life events that may have affected you recently as well as financial planning considerations that may be timely for you.

Please contact our office to schedule an appointment through the link below or by calling our office at 267-384-5300.

Personal

Change in marital status

Birth/adoption of a child or grandchild

Child leaving home

Death/disability of a family member

Change in health

Child starting college/private school

Extended travel or vacation plans

Employment

Change or loss of job

Retirement (or impending retirement)

Increase/decrease in compensation

Significant change in benefits

Establishment of business

Financial

Significant change in household income

Receipt of inheritance or large sum of money

Acquisition or sale of substantial personal assets

Substantial increase/decrease in loans/debt

Refinance of primary mortgage

Charitable giving

Consolidation of credit card or student loan debt

Planning

Am I saving enough for retirement?

Am I on track to have the retirement income I will need?

Does my investment allocation match my risk tolerance?

Are my beneficiary designations up to date?

Is my will up to date?

Do I have enough life insurance?

How will I pay for long-term care?

Should I be using a tax managed investment strategy?

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At FIFS Capital Advisor Group, all of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

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