Which financial phase of your life are you in?

Accumulation Phase

  • How do I minimize my taxes?
  • How would your analysis change if you contributed more to your retirement funds?
  • Is my asset allocation set up correctly?
  • How would your analysis change if you maxed out your 401k plan contributions?
  • Are you on track for retirement?
  • How to plan early for your kids’ college education?
  • How to plan early for kids’ college funding?
  • What happens to your spouse financially if you die prematurely?

Pre-retirement Phase

  • Can I afford to retire?
  • I would like to retire early and I need a professional advice.
  • How should I talk to my parents about their estate?
  • What do I do with my old 401K?
  • Can an insured financial product help your strategy?
  • How do I minimize my taxes?
  • Should I get long term care insurance now or later?
  • What to do with your current stock options?
  • Should I convert my traditional IRA or 401K to Roth IRA?
  • How should I talk to my parents about their estate and long-term care?

Retirement Phase

  • Will my money outlive me?
  • How can I get more income?
  • Social Security- Will I get mine or my spouse’s?
  • How do I minimize my taxes and maximize my income?
  • When do I need to take the required Minimum Distribution? - How much?
  • Should I get long term care insurance?
  • What happens to your spouse financially if you enter a long-term care facility?

Schedule a complimentary consultation today!

Varsity Capital Management, LLC 2001 Lanshire Dr. McKinney, TX 75072

Email: info@varsitycm.com

Phone: (214) 843 8977

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