Services
Financial Security Planning
The purpose of any financial plan is to achieve financial goals. It requires planning for effective utilization of financial resources to fulfill the current and long-term objectives of such a person or entity.
Estate Planning
Estate planning is simply the process of making it clearly known how you want your estate to be handled after you pass or if you’re incapacitated and unable to handle things on your own. The most common Estate Planning definition is — “the process of making plans for the management and transfer of your estate after your death, using a Will, Trust, insurance policies and/or other devices.”
Long Term Care Planning
Long-term care involves a variety of services designed to meet a person’s health or personal care needs during a short or long period of time. These services help people live as independently and safely as possible when they can no longer perform everyday activities on their own.
Traditional Retirement Plans
The IRS allows individuals and businesses to create retirement plans that allow for the deferral of salaries or deductions of income based on limits and guidelines. In recent years, the introduction of the Roth IRA provides for tax-free income in distribution, while traditional plan distributions are taxable in the distribution phase.
Retirement Income Planning
The strategic distribution of retirement assets (qualified) and non-qualified assets, and Social Security to address income needs on a long-term basis while mitigating taxes and inflation, and finding sustainable yields for portfolio withdrawal. The goal is risk-free income you can’t outlive.
Let us guide you through all stages of life and create a plan that fits you and your goals.