We assist in defining your financial independence goals from both an economical and emotional standpoint to coordinate a tax-efficient strategy designed to accumulate sufficient wealth to achieve your goals.
- We develop an orderly distribution of your assets structured to maintain your desired level of income on a tax efficient basis in an effort to increase the longevity of your assets.
- Other Areas of Focus: Cash Flow Management, Social Security & Medicare, Retirement Savings, Required Minimum Distributions, Withdrawal Strategies
We assist in reviewing your Insurance Documents to make sure you covered appropriately based on your current and future financial situations. We will review and analyze: Life Insurance, Long-Term Care Insurance, Disability Insurance, Insurance for Estate Planning, & Liability Coverage
We focus on attempting to create a tax-efficient scenario for all our clients. Our areas of focus are: Cost-Basis Review, Review Realized Gains, Carry-forward losses, Tax-Loss Harvesting, Deductions, Credits, & Exemptions.