YOUR RETIREMENT ROADMAP

How can you gain access to strategies that help minimize taxes, reduce market risk, and generate income regardless of market performance? Get your complimentary retirement roadmap now.

YOUR RETIREMENT ROADMAP WILL INCLUDE:

Retirement Planning

• Review income distribution plan
• Assess current and long-term cash flow needs
• Utilize Capital Sufficiency Analysis to determine sustainability of spending and address variables in process
• Evaluate life insurance needs and coverages
• Review survivor cash flow and disability plans

Tax Planning

• Potentially lower your taxes
• Review current and future income tax liability
• Educate, advise, and implement strategies to minimize income tax exposure
• Review withholding and estimated tax analysis

Estate Planning

• Explore long-term care
• Review family objectives, goals, and concerns
• Evaluate existing testamentary documents
• Provide specific tax-savings recommendations
• Examine tax-effective wealth transfer strategies
• Coordinate drafting and execution of estate planning documents with assistance from licensed estate attorneys
• Review estate tax balance sheet and estate distribution flowcharts
• Analyze cash flow projections for surviving family members
• Coordinate asset ownership and beneficiary designations