Have you ever received a medical diagnosis that made you want a second professional opinion? Often, the answer may be the same as the first diagnosis, but you may learn new information or ideas that will help. Your financial plan is no different.

At Esteem Wealth Partners, we often meet with people who already work with an advisor and feel confident in their existing plan. However, there are several important questions we ask:

• What is your strategy to manage and minimize your tax bracket in retirement?
• What is your investment distribution strategy in retirement?
• What is your plan to achieve your desired lifestyle in retirement?
• What is your current advisor’s age, and what is their succession plan?

Many times, these questions cannot be easily answered or explained, so we strongly encourage asking these questions to your current advisor. If you are not satisfied with the answers you receive, we offer a complimentary second opinion.

These meetings will serve as a way to review your existing plan, uncover strengths, share ideas and educate on ways to improve. Our goal is to help you live life to the fullest by helping to simplify your finances and have confidence in your planning.