Womoney - Sharon
                  Rich


Contact:
Sharon Rich


 

Financial Planning

 

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

-- Albert Einstein

or as Snoopy says ....
snoopy


A comprehensive financial plan should help clients plan for

  • Emergencies
    • Disability
    • Death of self or loved ones
    • Unexpected property loss
    • Loss of job
    • Accidents
    • Law suit

  • 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
          • Reconstituted families
          • Special concerns of LGBTQIA clients
          • Divorce
        • Death
          • Estate taxation
          • Wills
          • Health care proxies & living wills
          • Durable powers of attorney
          • Trusts



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