What We Do

 

Retirement planning is the process of understanding how much it costs to live at retirement and coming up with a plan to distribute assets to meet any income shortfall.

 

 

Methods for retirement plan include taking advantage of government allowed structures to manage tax liability including: individual (IRA) structures or employer sponsored retirement plans.

 


Estate planning involves planning for the disposition of one's assets after death. Typically, there is a tax due to the state or federal government at one's death. Avoiding these taxes means that more of one's assets will be distributed to one's heirs. One can leave one's assets to family, friends or charitable group.