Retirement and Estate Planning
You’ve worked hard throughout the years to leave behind a legacy. You’ve also earned the privilege to live out your golden years in a good retirement. But your biggest threat to both of these goals is often times Uncle Sam. This is why it is crucial to build a team of financial experts that not only understand the playing field, but also deliver results. You need to trust that you have a team you can rely on through the ups and downs of late life stage planning. You need a team that cares for your loved ones as much as they do for their own, and in this we emphasize and thrive. We offer comprehensive services in
- retirement planning
- estate planning
- charitable planning
- related ancillary services
Count on a team that knows not only a various retirement vehicles available, but their best usage for your particular situation. Ranging from 401(k)s, to pension plans and IRAs, we advise on all known and available retirement plans to meet your needs in accordance with the tax implications and obligations of each. We’ll take the time to educate you of the differences for the various plans applicable to you, and share tips and strategies on how to maximize your tax efficiencies.
Once you reach the stage of life where you think about what you’re leaving behind, we’re here to assist you doing it in the most tax efficient manner possible. We learn about your particular life and goals, educate you on your options and coordinate with your estate planning team to arrive at the desired outcomes. Estate planning is a team effort, usually combining the efforts of numerous disciplines, and we relish the opportunity to lead in the effort to deliver for you.
For those charitably inclined, we offer numerous services in such area. From organizing foundations, to providing calculations for charitable trust vehicles (CRUTs, CRATs, etc), we meet with you to compile a tax efficient strategy that puts the most amount of your charity to the right hands and out of Uncle Sam’s pocket.
