Contact: Sharon Rich

Learn from yesterday, live for today, hope for tomorrow. 
The important thing is not to stop questioning.
-- Albert Einstein

or as Snoopy says ....

A comprehensive financial plan should help clients plan for

• Emergencies
  • disability
  • unexpected property loss
  • law suit
  • death of self or loved ones
  • loss of job
    
    
• Insurance needs
• Health/medical
• Disability
• Life
• Property: home, cars, recreation homes and vehicles, business property
• Liability: personal and professional
• Long-term care
  
  
• Taxes
   
  
• Education and career changes
  

• Home purchases and sales
   
  
• Investments
   
  
• Retirement
   
  
• Relationships
  • New couples
  • Commitment & marriage
  • Special concerns of gays and lesbians
  • Divorce
   
  
• Death
  • Estate taxation concerns
  • Wills
  • Health care proxies & living wills
  • Durable powers of attorney
  • Trusts

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last updated 2/17/07

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