Protect your retirement savings from Wall Street and the IRS!
Please call or come to our office so we can help you with
IRS tax issues and your financial planning needs.
We specialize in tax-free retirement solutions for our clients, with emphasis on strategies that help them to build and grow assets, reduce their financial risks, and minimize their tax burden, and we do these using products from some of the world's largest and most stable financial institutions.
For our pre-retirement clients, we provide effective avenues for "rescuing" and safeguarding their retirement savings that are locked up in qualified plans (such as 401(k), IRA, etc.) from Wall Street (i.e., potentially devastating stock market losses) and huge tax bills from the IRS (we do the same thing for those who have changed jobs or lost their jobs, but left their 401(k)-type funds sitting in the retirement plans of their previous employer).
For our clients who have just retired, we work with them to move their qualified retirement plan assets from the stock market (mutual funds and stocks) into no-risk/low-risk investment vehicles in order to protect it from market downturns (losses) and ensure that those savings would last for the rest of their lives (with possibly decent "leftovers" for their heirs).
We also help our clients to generally make what we call "$martMoney" decisions by educating them on financial products and/or services (life insurance, annuities, disability, and long-term care insurance, mortgage protection, etc.) and by assisting them to design customized and effective solutions for retirement planning, savings for children's college education, income protection, and generational wealth building (asset accumulation and protection and growth and wealth transfer).
This includes helping small businesses/business owners to put together sound and effective financial plans for funding such contingencies as executive hiring and retention, employee benefits, business continuation, buy-sell agreements, and business ownership transfer.
Last, but not the least, we provide tax services for our clients. These include tax planning for individuals and small businesses, IRS audit representation, and tax returns preparation. Our enrolled agents are former IRS employees (revenue agents) with several years of experience in IRS audits, so we know how to "speak their language". Actually, our IRS background and experience help to cement our credentials as an all-round financial advisory shop that one can count on to get all their financial matters handled under one roof.
Note: Our financial services professionals are licensed in multiple states, and our IRS audit representation services can be done for clients in any state within the U.S.