Do you have a question for Anthony? Drop us a line. Answers to common questions appear below.
Q: Do I need to have a lot of money to hire a financial planner?
Q: Can you help me achieve my financial goals without financial stress?
Q: I'm worried about outliving my money. Can you help me?
Q: If I sell my business, will I be able to retire comfortably?
Q: Do I need to have a lot of money to hire a financial planner?
A: Simply put, no. If you have any financial need, you can hire me as a financial planner. I don't have criteria or a financial minimum or maximum. I will never turn anyone away.
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Q: Can you help me achieve my financial goals without financial stress?
A: Yes, in most cases I can. It depends on what is causing your financial stress. In a lot of cases, it is the anticipation of dealing with your finances that causes the stress. We will work together to take action to alleviate the stress.
Q: I'm worried about outliving my money. Can you help me?
A: As financial planners, we face the challenge of the ever-increasing life expectancy of retirees. There are many strategies in place in today's financial market to help ensure that you don't outlive your current investments. Of course, everything depends on your risk tolerance. For example: how willing are you to take short-term market risks for long-term gains? How tolerant are you of the volatility of the market? After analyzing your income needs, we can work together on a custom strategy.
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Q: If I sell my business, will I be able to retire comfortably?
A: In the majority of cases, depending on your current living expenses, the answer is yes. For example, in many instances a business owner may own the business AND the building that it's in. Often you can sell the business and keep the building. Or, if you don't own the building, you may be able to leverage the value of your business/equity to benefit your retirement.
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