We can help in the following areas:
Tax Strategies
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Create tax-advantaged income streams
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Use tax laws for tax-deferred accumulation
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Control income to avoid higher taxes and taxes on social security
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Minimize impact of taxes on transferring assets to beneficiaries
Legacy Planning
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Deciding the when, who, and how much to pass on
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Using vehicles to leverage assets
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Avoiding unnecessary costs for passing money on to beneficiaries
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Taking advantage of tax laws to transfer assets
Asset Protection
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Making the shift from wealth accumulation to asset protection
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Reaching a balance between safety and growth
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Understanding the options available
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Dealing with inflation
Retirement Planning
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Deciding when is the best time to retire
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What to do about health care
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What does a day in retirement look like?
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What will our expenses be?
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How to create income streams guaranteed for life
Wholistic Planning
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What are the real statistics associated with needing care?
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Will Medicare or a supplement pay for LTC?
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How does one qualify for government benefits?
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New alternatives for protecting assets from LTC expenses
Long-term Care
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Using a comprehensive questionnaire
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Taking advantage of IRS and tax law changes and updates
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Putting the pieces together and making sure they fit
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Regular reviews and meetings to make sure we are staying on the right track
Contact Us
10371 N. Oracle Road, Suite 102
Oro Valley, AZ 85737
Phone: 520-544-7601
Fax: 520-531-0055