Financial Security When You Need it Most
Take advantage of the unique opportunities presented by retirement, without worrying if you’ll run out of money.
Retirement is full of joys and challenges: travel, time with family, hobbies, more free time than you’ve had in years. At the same time, health care costs are higher than at any other point, and retirees often suffer from a constant nagging fear that they will outlive their money.
We can help you find the confidence you need to enjoy your retirement by helping you:
- Reduce tax liabilities through tax planning strategies
- Evaluate Social Security timing
- Determine the best charitable giving vehicles for you and your family
- Make sure your estate plan is in order
- Maximize withdrawal strategies
- Optimize your retirement account assets (Roth IRA, IRA, 401(k))
Rebecca's Story
Rebecca's Story
Retirement comes with a whole new tax picture that can have a big impact on how long your money lasts.
Rebecca's Problem
Rebecca and her husband worked hard saving enough for retirement, and now that they were retired, they needed help minimizing their tax burden while maximizing their impact on causes they cared about and the people they loved.
Our Solution
We sat down with Rebecca and her husband to educate them on the taxes they were facing and help them minimize their tax burden. We also helped them strategize their charitable giving so they could fund their grandchildren’s 529 plans and support their favorite causes.
