Coffee & Questions
Time & Location
About The Event
Are you faced with a large financial decision or have any nagging questions regarding your finances? Andy Flack will be available, coffee in hand, ready to be your on call expert. No appointment required.
Andy can answer questions regarding:
* Investment strategies: 401(k)’s, IRA’s, after tax or trust accounts etc.
* Retirement savings strategies
* Social security claiming strategies
* Financing big purchases
* College savings
* Lump sum pension options
* Retirement Income Planning
* In coordination with tax advisors and estate planning attorneys, he can also help address tax and estate planning questions