Social security is complicated and covers not only retirement, but also survivor and disability benefits. We have conversations with clients regarding their election options regularly. We would be happy to talk to you.
Our financial planning process is comprehensive. Often times our clients are motivated to undertake legal planning after meeting with us and we help clients prepare for those important meetings. Also, we have helped clients follow through on legal advice in regards to their financial assets. This would include retitling assets and updating beneficiary designations.
Almost no financial planning conversation happens without important tax considerations. If asked, we’ll work with your professional tax counselor to make sure that decisions are made with an eye on the tax outcomes.
Whether its individual retirement planning with IRAs or Roth IRAs, or helping people with their company sponsored plans, we’re here for you.
Another area of concern for many of our clients is pension elections at retirement. We understand the nuances and importance of making a good decision.
We offer 529 College Savings Plans, and UTMA/Custodial accounts for this area of your financial plan. We love helping clients plan for their children and grandchildren’s continuing education.