The services I offer clients include managing investments, giving financial advice, and preparing tax returns. However, one of my main objectives is making myself accessible to discuss and help with day-to-day financial questions and concerns. Some of the more common questions I'm asked include: How much do I need to retire and how much should I be saving? Should I refinance my home to pay-off other debts? Should I lease or buy my next car? What are the differences between 401-ks, Roth IRAs, etc. Do I have enough life insurance? My goal is to help make it easier for my clients to get through their financial challenges.