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Professional guidance for planning your ideal retirement

Relevant tips on comprehensive strategies from seasoned CPAs & advisors

Learn about the tax and legal implications of your financial decisions

If you fail to plan, you're planning to fail.
-Benjamin Franklin
The Ideal Retirement Doesn't Happen By Chance
Our firm focuses on growing your wealth through financial guidance, tax strategy, and estate planning.
Our comprehensive approach has assisted many people in reaching their retirement goals.
See how we can help secure your retirement through the twists and turns of life
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Frequently Asked Questions

Analysts recommend a retirement income of 80% of your final employment income. The average retirement household income is about $48,000 before taxes and spends about $46,000 per year. The average social security income in retirement is about $40,000 per year.

At our firm, we can determine your ideal retirement income based on your specific wants and needs.

After your retirement income is set, we can design a plan positioning you to achieve it.

You can begin taking social security benefits as early as age 62 (or earlier if you’re the survivor of another social security claimant, or on disability). You can wait until as late as age 70. You only get maximum social security payments if you wait until full retirement age (FRA). FRA varies between age 66 and 67 for people born after 1954. If you begin taking benefits at age 62 your payments will be smaller than if you waited until FRA.

Schedule a complimentary consultation to receive professional advice on which year you should begin taking benefits for the highest payout.

Diversify retirement income sources between social security, pensions, rentals, brokerage accounts, savings accounts, bonds, and more. Reduce your expenses. Pay off your mortgage before retirement. Maximize dividend income and stay below the 15% capital gains tax threshold. Keep IRA and 401K withdrawals low. 

At our firm, we can discuss with your how best to structure your retirement plan to maximize tax savings.

Update your property title, and the beneficiary information for your IRA, retirement plan, and insurance policy. Make sure family members know how to access your important paperwork. Gather documentation for your will, trust, and power of attorney into a single file. 

At our firm, we can go over your estate, review your legal documents and, if you don’t already have estate paperwork in order, we’ll help you begin the process of creating a will, a trust, and other important estate documents.

Review your 401K payout policy and create an income stream (retirement paycheck) from your savings. Take note of 401K fees and consider rolling it over into a fee-free IRA. Assess all your retirement income strategies. 

At our firm, we can transfer your retirement accounts (401k, 403b, TSP) into an IRA. We don’t charge any fees for the service. 

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