Services

At My Own Money, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

• Investing principles and strategies
  
• Retirement investing and distribution strategies
  
• Estate conservation issues
  
• Risk management analysis
  
• Tax Planning

We also can answer your questions, including:

• How can I know I will not out-live my money?
  
• Can I retire early?
  
• When should I apply for Social Security benefits?
  
• Should I convert my Traditional IRA to a Roth IRA?
  
• Are my investments working hard enough?
  
• What’s a good approach for college savings?
  
• What are the elements of a sound estate strategy?
  
• Do I have enough life insurance for my family?
  
• Am I paying too much in taxes, and how can I reduce my tax bill?
  
• How can I financially help my aging parents?
  
• Medicare will take care of my long-term care needs, right?
  
• How will my estate pass to my family after I’m gone?
  
• Is it a good idea to invest through life insurance policies?
  
• I’ve recently inherited some money. How can I invest it to benefit me and honor my loved one?
  
• Bank CDs don’t pay what they used to; what can I do to improve my return?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.