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Financial and Retirement

Financial Planning is an Integral Part of the Services we offer our Clients:

  • Comprehensive Financial Planning – Our Comprehensive financial planning involves the detailed review and analysis of all facets of your financial situation including cash flow analysis, retirement planning, risk management, investment management, tax management and estate planning.
  • Retirement Income Strategies – We develop strategies to enhance the amount of income from your savings and investments after retiring. We consider various strategies using your retirement savings, your investment assets, Social Security, pensions, certificates of deposit, home equity funds, annuities, insurance, rental income, royalties, or inheritances.
  • Wealth Accumulation Strategies – We provide wealth building plans that encompass a commitment to long term investment strategies while understanding our client’s tolerance to risk.
  • Tax Minimization Strategies – Minimizing your family’s tax obligations is a key part of the overall wealth planning process we are able to provide. We can introduce several tax-minimization strategies that can benefit you and your family.
  • IRA and 401k Rollovers – We assist with the process of rolling over your 401k or pension to an account you are in control of such as an IRA. Both Roth and traditional IRAs offer advantages. Choosing one for your rollover depends on the type of account you have now and other factors, such as when you want to pay taxes.
  • Estate Planning - We assist you with your Estate planning in order to minimize taxes and probate costs. We advise you on liquidity needs and funding to cover the taxes you may owe.

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