Financial Planning

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Income taxes are the single-most important issue which can negatively impact your retirement income.  Said differently, reducing your income taxes is the easiest way to improve your spendable (after-tax) retirement income.  Have you done all you can to minimize both current and future income taxation?  Have you explored all of your options to create a tax-free retirement income source for you and your family?  Let us help you create a brighter future by lowering the income tax bite on your current and/or future retirement income.  

If you're like most business owners, your business is not only the single largest asset you own, but it is more than likely the source of your livelihood and your wealth.  You should make sure you are taking advantage of every strategy available to your business to provide benefits for you and your family.   

Estate Planning isn't only for the ultra wealthy just because the estate tax exemption (as of 2020) is at $11.58 million per person.  Your estate planning documents are the foundation of your financial planning.  Whatever you do have... you still need to plan for the unexpected as well as make sure your assets eventually will pass to the right people, at the right time and most importantly, in the correct way to minimize taxes and maximize asset protection.  Let us help make sure your estate planning is done as well as it can be done.