You will need to cover expenses with reliability and predictability both in your working life and in retirement.

• Income and Expense Analysis
• Strategies to Increase Income
• Social Security Maximization
• Inflation Plan
• Spousal Plan

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With the Income Plan finalized, we’ll help you create an Investment Plan for the remaining assets that you do not need to draw from on a month-to-month basis.

• Assessing your Risk Tolerance
• Adjusting your portfolio to reduce or eliminate fees
• Risk Reduction
• Comprehensive Money Management

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Your Comprehensive Retirement Plan must include a suitable strategy to address taxes.

• Assessing the taxable nature of your current holdings
• Strategies to include tax-deferred or tax-free money in your plan
• Strategies to reduce your tax burden
• Strategies to leave tax-free dollars to your benefi­ciaries

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We’ll create a plan designed to help you protect yourself against rising healthcare costs.

• Understanding Medicare Parts A, B, C and D medicine
• Long Term Care Plan and/or Health Insurance
• Analyzing Current Health Insurance

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It’s important to make sure your remaining assets – assets you’ve works so hard for – go to your bene­ficiaries, and not to taxes. By working collaboratively with a qualified Estate Planning Attorney, our goal is to help you:

• Review your Will or Living Trusts
• Maximize your estate and income tax planning opportunities
• Protect assets in trust and ensure they are distributed to your bene­ficiaries probate free
• Protect your IRA and qualifi­ed accounts from becoming fully taxable to your benefi­ciaries

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To Schedule a Consultation or learn more about any of our services, click the image. Income Planning, Investment Planning, Tax Planning, Health Care Planning, and/or Legacy Planning.