Retirement planning begins long before your last day on the job. With a detailed knowledge of your individual goals, we analyze your current and the projected financial outlook to determine the best strategy to meet your pre- and post-retirement needs. We also ensure that your retirement plan is aligned with the rest of your financial planning picture, including taxes, investments, estate planning, and insurance.
How we can help:
- Determine the client’s desired standard of living
- Evaluate retirement needs
- Analyze available and expected retirement resources
- Tax shelters and tax-free investments
- Alternative Minimum Tax reduction
- Deferral or acceleration of income or deductions
- Planning for purchase or sale transactions
- Deferred compensation
- Formation of trusts, family partnerships, or other legal entities