CHOOSE YOUR PATH TO FINANCIAL SECURITY
Peace-of-Mind Financial Plan
All Things Retirement and Tax Planning
$1900$750 if net worth under $500kContact
The planning I do answers two most CRITICAL questions:
1. Can you retire?
We’ll dive DEEP in order to answer this question.
If there are issues that prevent you from retiring, we’ll devise a plan on what you need to so you can retire.
Once we confirm your ability to retire, we move on to:
2. How can we reduce the tax burden?
Deep dive into various retirement planning scenarios
Make sure you don’t run out of money in retirement
Analysis of past, and future, tax returns for opportunities to REDUCE taxes
Are your investments in the CORRECT LOCATION to REDUCE TAXES while you’re alive?
Leave more to your heirs and favored charities and less to the IRS
Are you paying for insurance you don’t need?
Do you have the PROPER Estate Planning documents, beneficiary designations, asset titling or are you going to leave your heirs a taxable nightmare?
Full access to the financial planning software for as long as I continue to use the program