7. College education planning. You want your children to have the best opportunities in life. We do too. There’s a need to focus financial support from family and relatives in the right direction.
8. Help for aging relatives. Your parents might be on a fixed income. In this low interest rate environment, they may be drawing on income from their savings. You might help manage your parent’s assets. We can help too.
9. Charitable giving guidance. Successful people want to give back and help others. We can show you how the way you contribute might increase the impact.
10. Help for less wealthy family members. People might think advisors only work with wealthy people. If you have relatives who need general advice, we can help.
11. Advice on minimizing charge card interest. Many people carry revolving charge card debt. With interest rates on savings at historic lows, people might still be paying 15-20%. Your firm may issue credit cards. You can help clients shop around for better rates.
12. Help refinancing your home mortgage. Interest rates are at historic lows. Regardless if you’ve refinanced in the past, it may be time to look again.
13. Refinancing vacation or rental properties. Those attractive advertised mortgage rates may be for your primary residence. We can help you shop around for refinancing on other property you own.
14. Do you need a good lawyer? Clients might be looking to setup estate planning trusts or provide future care for a special needs child. If you need an attorney that specializes, we may be able to help.
15. Is your accountant up to the task? “More money, more problems.” There’s a difference between paying what you are asked to pay versus what you are legally obligated to pay. We can recommend a few accountants too.
16. Do you need an insurance agent? We are licensed in certain areas like annuities and life insurance. If you need to review your homeowners or auto insurance, we can suggest a few people.