We help guide you to the retirement plan that's right for you
Whether you own your own business or have employed for years, one day you will want to retire. It might seem like years away or the time has snuck up on you faster than you imagined possible.
Regardless of when you plan to retire, you need a plan. Retirement planning is about making decisions now that allow you to live the life you want when you are ready to stop working. It's about understanding the options in scenarios that apply to you and how you want to live.
Understanding your situation today and where you want to be in the future is the first step in our process. We get to know you, your family, and what is important to you. From there we can begin to craft plans that make your dreams a reality.
Our relationships with our clients are ongoing. As situations change or you simply re-evaluate your personal goals, we provide direction to get you where you want to be.
Because we work side-by-side within accounting firms, we meet regularly with our tax professionals to stay abreast of the latest tax laws so we can offer our clients tax optimized solutions. We will help guide you to the right retirement plan to make sure your income is sustained during the time when you reward yourself for years of hard work.
When we talk to clients about money and retirement, we ask these questions:
- How much do you want to spend?
- What are the different tax rates presented to you?
- What accounts do you plan to take money from so that you won’t be pushed into a higher tax
- How do you have your money invested?
- Where is your income coming from?
- Do you have a safe place to pull money from in case of an emergency?