Our detailed planning process allows us to completely understand each client's personal and financial situation, objectives, risk tolerance and time horizon for achieving their goals. This understanding allows us to:
Financing retirement has become increasingly complex and can cause unnecessary anxiety, especially for those who plan to access their retirement assets in the next several years. The overwhelming number of investment options, combined with fluctuating interest and inflation rates and other everchanging economic variables, make it difficult to determine how much you will need, where you should invest, and to whom to turn for assistance.
The complex tax and legislative environment surrounding retirement planning only compounds the confusion. With qualified plans, such as IRA, pension, profit-sharing, and 401(k) plans, the timing and amount of withdrawals are critical in order to avoid additional tax penalties. And if you have accumulated significant qualified plan assets, you may face additional problems, such as the "Double Tax Dilemma," where the government can tax these assets twice.
Part of living confidently in the present is knowing that your wishes will be carried out in the future. We help create estate plans that will protect and efficiently transfer your wealth while conveying your wishes for your loved ones and your own care.
Proper estate planning allows you to transfer your wealth according to your wishes while minimizing unnecessary taxes and expenses. Our goal is to ensure you have taken prudent steps to reduce your tax liabilities and to help to create the most effective means to finance any future tax liabilities.
Advisory services offered through WealthShield Partners, an investment adviser registered with the SEC, DBA Orbis Wealth. Registration does not imply a certain level of skill or training. More information about WealthShield Partners including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. WealthShield Partners does not provide accounting, tax or legal advice.
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