Most people don’t realize the impact of account set-up and how it can affect asset distribution, future income tax, capital gains tax or taxes on Social Security income.
In fact, improper account registration may put your assets at risk to cover long{term arc costs and may subject your estate to the costs and delays associated with the probate process.
The holistic financial review process reveals potential problems within your retirement planning vehicles. often, we find that finances and legal documents are not properly structured so that you can meet your retirement goals. Our proprietary planning process can help you make the best decisions about savings and financial tools for your unique situation because of the clarity that we bring to the table.
With all the facts presented, you can decide how to proceed. A holistic planning process is empowering because it allows you, with clear vision, to see for the first time where your money and planning is actually going to lead you, allowing you to make sure you’re on the proper financial path.