Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Are you over 70.5 with a Required Minimum Distribution (RMD) that exceeds your income needs (and/or that you might like to exclude from your taxable income)? Do you have charitable interests that you intend to contribute to throughout the year? Lucky you!
Before I get into this post, I want to address what you all are obviously thinking – this blog post is going to be incredible. You’re absolutely right, it is. People go to bed at night and dream about the possibility of tax-advantaged accounts and many of you didn’t even know you had access to this particular one.
(Opens door, shows self out.) When it comes time for some to reach out for help in the world of financial advice, the unknowns can feel overwhelming. While it’s true that a multitude of professionals exist in the space and land on all parts of a broad spectrum, it does help to understand what you’re getting into prior to engaging with someone.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.