Financial Planning: Where are you Coming Up Short?

Financing planning. This one phrase throws fear into the heart of many people. They know they need help with their finances, but are unsure of where to turn. While some continue down the same path, never getting help, others realize that there are people out there who can point them in the right direction.

Our goal is to answer any of your financial planning questions. It doesn’t matter if you are interested in asset protection or estate planning, we are here to help.

Here are a few financial related details that may have you confused:

• The steps you can take now to better your financial situation in the future.
• An asset review, including a better idea of what you can do to protect your assets.
• IRA and retirement planning.
• Tax laws and how they will impact your situation now and in the future.

Some people have a comprehensive financial plan in place. Others have not taken the time to make the most important decisions.

Here are some of the most common questions we hear from clients?

• Can you review my financial plan and provide advice on areas I can improve in the near future?
• What steps can I take to lower my overall tax liability?
• Is it too soon to create an estate plan?

If you find yourself asking these types of questions, it is important that you search for accurate answers without delay. As you know, a question left unanswered is one that could come back to haunt you down the road.

Even if you have a solid grip on your financial plan, there is a chance you may have a few questions floating around your mind. Most importantly: where are you coming up short?

If you have any financial planning questions, we can step in and provide you with professional advice and guidance. From there, you will feel better about the future.

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Stephanie Thompson, Estate Planning Attorney of Krueger Hernandez & Thompson SC

As the owner of Krueger Hernandez & Thompson SC, it is Stephanie’s mission to address each client’s goals for their estate plan. By identifying their wishes and concerns she can educate, guide, and counsel on the different tools and options that will effectively and efficiently accomplish those goals.

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