SERVICES FOR INDIVIDUALS & FAMILIES

Retirement planning

Estate Planning

Financial Plan

Transforming your vision into a concrete plan

  • Retirement journey planning – getting ready
  • Social Security Benefits maximization
  • Effective savings with tax advantaged accounts: 401k, IRA, HSA, and 529
  • Roth conversion to create tax efficient retirement assets
  • Tax efficient spending strategy during retirement

Preparing life documents and gifting strategy

  • Starting the Estate Planning Conversation (asset inventory)
  • Ensuring beneficiaries and titling to your assets
  • Taking full advantage of your annual gift tax exclusion
  • Tax smart charitable donations

Reaching your milestones

  • Planning: Home purchase, marriage, family, job change, divorce
  • Education funding (529)
  • Real estate investment
  • Budgeting and debt management
  • Tax efficient living: increasing tax deduction and maximizing credits.

Opportunities and Challenges

Here are some examples of what we can provide for you:

  • Retirement planning: asset accumulation plan in a tax efficient manner 
  • Withdrawal strategy: comprehensive distribution plan (SS, IRA, Roth IRA)
  • Creating a comprehensive life plan 
  • Tax efficient savings and spending
  • Optimizing retirement accounts
  • 401k inheritance planning
  • Planning for a life event (incl. divorce and death)
  • Support on preparing estate documents: living wills, asset inventory, powers of attorney

What you get

Your first consultation is free of charge. After hearing the details at your first appointment, we will propose a consulting or planning engagement personalized for you. We will also review existing plans and your financial situation. We can offer a cost-effective engagement tailored to you, either as an hourly fee or a single charge for the entire plan.

Reach out to schedule your consultation!

Contact us