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Based on our financial planning experience and training, we provide a number of
financial planning services.
We provide both short-term and long-term retirement planning advice.
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If retirement is still in the distant future, we will evaluate and assess all
existing retirement accounts, including pensions, 401(k)s, 403(b)s, IRAs, SEPs
(Simplified Employee Pensions), and annuities. We will then make
recommendations for maximizing income from those accounts and others upon
retirement.
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If retirement is soon approaching, we can provide strategies for continuing
contributions to those accounts and maximizing a steady income stream during
the retirement years.
Our estate planning services are designed to help our clients protect assets on
behalf of their family and heirs.
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We provide estate planning using gifts, trusts, and other strategies.
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We can help our clients minimize the federal estate taxes they will owe as well
as the inheritance taxes their heirs will owe.
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We can help reduce court costs and legal fees from probate.
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We can help to ensure that all assets are distributed according to the wishes
of the client.
Our brokerage affiliates provide complete trustee services for clients seeking
to shelter income, minimize tax liability, or control the management of their
assets.
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We help in the selection of a trust that best meets the needs and objectives of
the client.
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We can help set up the trust.
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We can serve as the trustee responsible for administering the trust.
Deciding what to do with retirement plan savings requires careful consideration
of many factors. We help our clients:
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Understand their options for their retirement plan savings
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Evaluate the tax consequences of each alternative
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Take the necessary steps to implement their decisions
Contact us today for more information about our
services.
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