We develop and assist you in executing strategies designed to reduce the burden of taxes over the course of your life and for your beneficiaries. By utilizing our leading edge software, you can track your progress, monitor the impact, and coordinate with your CPA as we optimize your financial plan for tax efficiency.
Reaching retirement doesn’t mean you’ve accomplished all of your goals; sometimes you may just be getting started. We can help you analyze your current assets and put them to work for you to make sure that you’re able to enjoy the retirement of your dreams.
Married couples can have over 9,000 different claiming combinations when it comes to getting their Social Security benefits. With that many choices, how can you possibly be expected to know which options make the most sense for you? We can show you the benefits of claiming now vs. later and help you determine which choice makes the most sense for you.
You’ve done your part in saving for retirement and now you’re wondering the best way to spend all of that hard-earned money. There are lots of different strategies when it comes to living off of your retirement savings, so let us help you figure out the best way to minimize taxes and maximize the length of time that your money lasts.
You’ve spent your whole life saving for this moment and now it’s time to enjoy the fruits of your labor. However, one bad year in the market can completely derail your entire plan, if you’re not careful. We invest your money with safety of principal at the top of our mind so that you can sleep easy at night.
Medicare is complicated. Between Part A, B, C, and D, how are you supposed to know the difference and which ones you need? We can help you walk through those choices while making sure you don’t have to leave your favorite doctor or pharmacy.