What is the biggest fear for most people during retirement? That they will run out of money. We take a holistic and personalized approach to retirement planning. Our software programs will help answer the question, "Will your money last?" We offer a diversified platform of investments. Whether you're looking for investments that provide income, preserve principal, offer growth potential, or a combination of those, we can help you. We'll discuss with you your needs and goals to come up with the best retirement plan for you.
Not only do we assist our clients with their tax return needs, we also offer advanced tax strategies that may minimize or completely defer their tax burdens.
Why pay capital gains taxes when selling a business, real estate, or other highly appreciated assets, when you can defer them?
We strive to achieve three main goals with estate planning. The first goal is the management of your wealth during your lifetime. Wealth management is at the heart of a sound financial program. There are steps you can take during your lifetime that may benefit and help protect the beneficiaries of your estate. The second goal is to help you make arrangements for the organized and efficient distribution of your estate assets upon your death. And finally, the third goal is to make sure you maintain control of your assets. By choosing the appropriate strategies and distribution methods, you can maintain the level of control that appeals most to you.
We offer a variety of free educational seminars. We believe that educating yourself about retirement, social security, estate planning, and your finances is one of the best things you can do for you and your family. If you would like to attend one of our seminars held at colleges and libraries around the valley, please click on our events tab and RSVP, or feel free to call our office anytime to register for an upcoming event.