WHAT IS our COMPLETE FINANCIAL house™ Service?
It’s everything you need to make important financial and life decisions.
- That you selected the wrong time to begin your social security payments because you were unaware of strategies that would have maximized your amounts
- That you were unaware of tax strategies, such as tax loss harvesting or identifying the high cost basis investments, to minimize your taxes
- That you did not plan for the time use of your money and were forced to liquidate an investment at an inopportune time
- That you were unaware that your Will does not handle your qualified investments such as your IRA, so your distribution wishes were set up incorrectly
- That when you retired and began your distribution of assets, you selected the incorrect assets to draw down, thus depleting your portfolio quicker than necessary