Your Goals Matter
Using our Guided Retirement System™, we examine the following to create a retirement plan that is specific to your family’s needs and goals.
Below are the steps we take to build an individual retirement plan. It is coordinated by a team of professionals to achieve your goals for retirement.
TAX PLANNING VS.
First, we need to review a common misconception. Tax planning is not tax preparation. Tax preparation is gathering documents and reporting on history. Forward-looking tax planning is the process of coordinating long-term tax reduction strategies to reduce taxes over a lifetime.
THE FINANCIAL PLAN COMES FIRST
Before our CPAs can develop a multi-year tax planning strategy, your CFP® professional will work with you to develop a financial plan is structured around your goals for retirement.
TAX REVIEW BY A CPA
Your CFP® professional then sends the plan to be reviewed by our team of CPAs for tax opportunities and savings. They will coordinate with your CFP® professional to look at Social Security benefits, asset location, opportunities for Roth conversions, and more.
All of this is in an effort to design a tax-efficient plan that provides you with the highest probability of success with the lowest amount of risk.
Tax laws are changing more than ever. You need your plan to pivot when changes happen. With our Guided Retirement System™, our advisors and CPAs can help guide you through periods of volatility or change.
STOP OVERPAYING YOUR TAXES
Tax planning is one of the keys to a comprehensive financial plan. Without a multi-year forward-looking tax strategy, you could find yourself paying unnecessary taxes.
Schedule a complimentary consultation with one of our CERTIFIED FINANCIAL PLANNER™ professionals to start putting your tax-efficient plan together. Click below to see their calendars.