Broker Check

Last-Chance Financial Planning Checklist 2019

November 08, 2019

The 2019 Last-Chance Financial Planning Checklist is a quick way to determine if you need to take any actions before December 31, 2019. Although we review these items with our clients throughout the year, you may find the checklist useful to review for your peace-of-mind or for a friend who may not receive the same comprehensive service.

 This simple checklist covers those areas that typically need attention at year end: taxes, retirement savings, investments, insurance, and medical. Please click the link below to download the checklist:

Last-Chance Financial Planning Checklist 2019


If you have a friend or family member who could benefit from this year-end checklist, please let me know and I'll be happy to send them a copy as well.

 As always, please contact my office with any questions or financial concerns you may have.