Wealth Management

I can assist you to make financial decisions with confidence by working with your financial advisor. Investment types, tax filings and reporting, retirement planning: all are areas that I can help you navigate. I offer assistance to people will all ranges of income, goals, and comfort levels.

My services can be utilized during tax preparation or separately throughout the year.

Retirement Planning

As the economy changes and people are living longer, it becomes increasingly difficult to plan for retirement. Guaranteed pensions are a thing of the past. I can help you evaluate your options for retirement savings and the tax impacts of those options. I can work closely with your financial advisor to ensure that all aspects of your financial situation and tax obligations are being considered.

Here are a few ways in which I help prepare you for retirement:

• Adjusting your investments: This will allow you to plan your retirement and sources of income.
• Repaying debts: I can also help create a plan to repay your debts so that you can enter retirement debt-free.
• Applying for benefits: Doing this early will make sure that you receive the payment on time.
• Budgeting: I calculate a realistic monthly income, including potential benefits, which can help you create a sustainable budget.
• Tax planning: I can help you determine the tax consequences of different sources of income and ways to minimize tax obligations.