We recently sold our rental property which had appreciated significantly in value over the past 20 years. What we did not take into account was how much our tax liability would be and how this sale would impact our retirement income.
I contacted several accountants but was not able to get their full attention regarding what looked like a simple transaction but turned out to be extremely detailed. Couple of the other professionals I had contacted did not want to take on job after learning about the specifics. Then I came across an Amit Johar who really took the time to understand what I was trying to do. Amit was proactive in his approach to asking questions and went deep into the transactions.
Right from our first meeting he set appropriate expectations with options and their implications. We met several times over the course of three months. In the duration he covered every aspect of our lives for the past 20 years. From switching jobs, to kids to retirement to second home and more. Life events that I had never even considered he took the time to discuss and understand.
I was told by other accountants that I could end up paying out between $20k-$50k. We are both retired and don’t have those kind of resources. At the end we were both pleased with the outcome Amit provided us with. His strategy worked…
The result that Amit delivered was far beyond my expectations. When all other professionals were unsure of the outcome, Amit delivered.
I would urge anyone with nearly impossible situation to contact Amit. “He’s just “GOOD”.
I was extremely happy with her service! She was quick, efficient, explained everything to me in detail! I will definitely have her do my taxes again next year and urge anyone reading this to give her a try! She's great and very nice also!!
I needed some financial coaching, particularly around saving for retirement and Jimmy was very helpful, as well as a good listener.
He gave me clarity around my investing needs, especially my confusing mix of old 401Ks and IRAs. Even more importantly, he lessened my anxiety and gave me confidence that I was making sound financial decisions.
I'm quite grateful for the help he gave me and I'd recommend him to anyone.
Brian has helped my wife and I with various aspects regarding our personal finances, from retirement planning, assets allocation, college planning and investment selection. I would highly recommend him to assist you with your financial needs.
Serving Wakefield, RI, and surrounding areas, Larry Mchugh of Westwind Financial is offering the following services, but not limited to, financial advising, retirement planning, investing, estate planning and life insurance.
We are independent and fee-only. Many financial advisors are compensated through the sale of financial products which results in a conflict of interest. We have the ability to recommend what is in the client's best interest. We also counsel on all areas of your financial life while others may only focus on investing which is only a piece of the financial puzzle.
Our firm offers high quality financial and retirement planning services to our clients. Our comprehensive and multidisciplinary planning services strive to coordinate all relevant areas of financial planning into a sound and integrated approach to your planning. Our qualifications, background, and experience make us the firm of choice for your retirement and financial planning needs.
The DFM Advantage
INDEPENDENT AND EXPERIENCED
DFM is privately-owned, and staffed by professionals experienced in the management of multi-generational wealth. As a fee-only firm, DFM's clients receive customized and objective advice, free from sales commissions, proprietary investment products, and other conflicts often associated with larger institutions
Serving Spencer, MA, and the outlying areas, George Cox of Cox Wealth Management is offering services, but are not limited to the following: insurance planning, investing, retirement planning, estate planning and wealth preservation to help clients reach their financial goals.
As an independent, fee-only financial advisor, I have no quotas, proprietary products, or sales agendas to meet. I work directly for my clients, in their best interests. As a Registered Investment Advisor, I am required by law to act in a fiduciary capacity for my clients, versus the lower standards required of a brokerage firm employee.