Our Services

Step 1: Getting To Know Each Other

It is our belief that Confidence and Peace of Mind in retirement only comes from knowing that you are making the best possible decisions for you and your loved ones. The Process is designed to help you take control of your financial future, and ensure that you are making the strongest possible decisions today, tomorrow and long into the future.

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In our first meeting, we will get to know each other. We will talk about what your financial objectives are and what it is that you're looking to do. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.

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Step 2: Building Your Financial Plan

In our next meeting we'll work on building your financial strategy which includes:

• Income Planning

• Advance Tax Planning

• Investment & Risk Management Strategies

• Elder Care Planning

• Estate Planning

 

We'll cover Social Security, Pensions, 401k's and other retirement plans, and Medicare. In addition, we will discuss your lifestyle, and other aspects of your life that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.

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By the end of our meeting, you'll have a solid understanding of your current financial standing, and what needs to be done in order for you to achieve your financial goals. You then will be able to enjoy the peace of mind that will allow you to get a good night's sleep.

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Step 3: Ongoing & Proactive Management

As life changes so should your plans. We will meet on a regular basis and re-evaluate your financial plan, make adjustments as necessary; and always ensure that you are on target to achieve your objectives. In addition to our regular reviews, your wealth managers will be actively managing your accounts to help protect and preserve your hard earned assets.

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Our financial strategies are designed to match a client's goals with their acceptable risk level.  What is appropriate for one client, may not be appropriate for another. Additionally, what is appropriate today, might not be appropriate next week, or next year, or next decade. Our proactive management approach allows us to move portions of your portfolio in or out of the market based on risk triggers and market signals.  Our goal is to help you keep your retirement planning on track, despite the market's attempts to derail it. 

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Step 4: Legacy Planning

As our strategies come to fruition, we will start making preparations to create a living legacy for you to leave behind for generations to come. We can help you with the safe transfer of your assets to your spouse and the eventual creation of a living legacy.

You'll work with attorneys, accountants and estate planners.* They are all experts in the best ways to safely and securely transfer your wealth from generation to generation. Whether that's in the form of charitable giving, inheritance, or trusts, we'll help you leave the legacy you deserve.

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Our Commitment To You

Our commitment is to always put your interests first and do our very best to ensure that your assets are protected as best as possible. Here at Strategic Tax and Insurance, we're committed to treating and protecting our clients like family. Rediscover what it means to have Confidence and Peace of Mind again. Call us today for a free, no-obligation strategy session. Call: (972) 564-4063 or click here to contact us today.