Plante Moran Financial Advisors
> Our Approach
Where are you on the path to financial independence?
Take our brief self-analysis. Ask yourself these questions:
1. Have you set and documented investment goals?
Yes
No
2. Are your investments performing as well as you would like?
Yes
No
3. Can you maintain your current lifestyle in retirement?
Yes
No
4. Do you know how much estate tax your heirs will pay?
Yes
No
5. Do you save as much money as you think you should?
Yes
No
6. Does your investment strategy minimize income taxes?
Yes
No
7. Are you taking maximum advantage of available company-provided retirement plans and fringe benefits?
Yes
No
8. Have you considered a tax-advantaged savings plan to provide for your children’s college education?
Yes
No
9. Do you know what your net worth is and what you would like it to be when you retire?
Yes
No
10. Do you have a personal CFO?
Yes
No
If you answered “no” to any of the above questions, then our wealth management services would be of value to you.
To learn more about how we can help you develop a customized wealth management strategy that is critical to meeting your financial goals, simply complete the form below and submit.
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