Tax, retirement & legacy planning
Tax planning
We work with clients on strategies to help maximize returns by efficiently managing all available tax-advantaged strategies, including the funding of their charitable giving through utilizing donor advised funds and donations of appreciated stock.
Retirement
planning
The most common questions from clients are "When can we retire?" or "How well can we live in retirement?" We work with clients on developing a comprehensive roadmap as to how best to balance financial priorities through the retirement years. We also help clients with critical decisions regarding social security distribution strategies, how to best manage pension plan choices and how to maximize the potential of 401K plans.
Legacy planning
Through our retirement planning process, we enable clients to determine the best strategy for planning the passing of assets to the next generation as well as formulating legacy bequests to favored charities.