Individual Consulting

Successful retirement planning requires developing a plan that both fulfills your current financial needs as well as your projected financial goals for the future. It requires constant adjustments as your financial situation and your future financial goals evolve. Taxes play a big role in retirement planning. If you are still working, making retirement contributions can provide tax savings. If you are retired, the amount and timing of distributions must be evaluated to minimize taxes. Our retirement planning services consist of evaluating the tax effects of retirement contributions and distributions. We will work closely with your financial advisor to minimize taxes to help ensure your retirement objectives are met.