Wewill help you identify your retirement goals, evaluate your long-term income needs, and generate a cash flow to help you live securely and comfortably throughout retirement.
Our services include:
IRA Beneficiary Review – We review beneficiaries on all accounts both held within and outside our management to ensure a tax efficient transition to the correct heirs.
Retirement Investment Solutions – We help you understand your goals such as asset protection, asset growth, and current cash flow. We help you achieve success through diversified investment solutions, constant monitoring and oversight of your assets.
Rollover Support – We make rollovers easy by contacting your current investment providers. We assist with completing necessary forms including: distribution, beneficiary and IRA account applications. We troubleshoot any problems and track your rollover assets until they are received. See the reports below on how to avoid common rollover problems and other information.
72(t) –We can help you make penalty free distributions from your IRA before age 591/2. We calculate the proper distribution amounts based on IRS guidelines. We also set up systematic withdrawals and monitor distributions by adjusting them on an annual basis.
Net Unrealized Appreciation (NUA) – We help determine your eligibility for substantial tax savings on highly appreciated company stock, based on IRS guidelines. We oversee the transfer of company stock to the appropriate accounts and we track cost basis information for tax filing.
Please review the items below for more information. Also, you can request hard copies of a number of financial planning booklets, including some of those listed below, by clicking on the Contact link on the left side of this page.
Retirement Planning - Our Value Proposition