Financial Independence
If your goal is financial independence, we can help you get there
Most people have clear financial goals, whether it’s having enough money to retire comfortably, saving enough for your children’s education, or passing accumulated wealth to future generations. Less clear is how to get there, and you may have questions such as:
- How much risk should I take to reach those goals?
- Will I have enough money to retire?
- How can I save for my children’s education and save for retirement too?
- Are there ways to minimize taxes on accumulated wealth?
- Should I convert to a Roth IRA?
- What impact does social security have on my tax situation?
These are valid concerns. Financial planning is complicated, and you’re busy enough with everyday life. The good news is that I have answers. As a financial services firm, I know what it takes to help my clients pursue the financial independence they deserve after a lifetime of hard work.
What I do for you:
- Develop a comprehensive personal financial plan to pursue your goals
- Periodically review your personal financial plan as your life situation changes
- Integrate your financial plan with your tax planning (individual and business)
- Evaluate estate, gift tax, and trust tax strategies to preserve wealth
- Review investment strategies (are you paying too much in fees?)
- Evaluate investment and retirement portfolio risk (more aggressive, less aggressive)
- Help you understand Required Mandatory Distributions (RMD) from IRAs
- Analyze your current budget versus your retirement budget
- Create a retirement income distribution plan that addresses your goals
YOUR PARTNER IN PURSUING FINANCIAL FREEDOM
If you’re ready to take the next step, please fill out the contact form below, and I will be in touch soon. It’s that simple.
FINANCIAL PLANNING CHECKLIST
- Have you determined your short- and long-term financial goals?
- Are you saving and investing sufficient sums to fund your short- and long-term goals?
- Are you making the best use of tax-deferred savings plans, such as IRAs, 401(k)s, and Keoghs?
- If you are an employee, are you getting the optimum from your employee benefits?
- Do you have an "emergency fund?"
- Do you have adequate insurance?
