Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
- Insurance Planning
- Beneficiary Review
- Retirement Planning
- Financial Needs Analysis
- Analysis of Present and Future Expenses
- Estate Preservation
- Income Planning
Just imagine a complete portfolio, where all your financial, estate and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach ensures that your plan is developed using an all-inclusive view. We have found that many financial services professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.
Although retirement may seem like a distant point in the horizon, you get a little closer to it with every passing day. It’s critical to remember that progress happens incrementally not exponentially, which means now is the time to make a plan.
You need to consider how much income you’ll need every year during retirement, how you might arrive at this goal, and how you can protect yourself from both the unexpected … and the expected.
It’s hard to know exactly what the future will bring but there are some things it seems safe to count on; the market will always have periods of volatility and the government will always levy taxes. Consequently, you need to craft a retirement plan that doesn’t lose ground to taxation – either during your working years as it accumulates or during your retirement as you distribute it.
While IRAs and 401(k)s constantly lose momentum due to taxation, there’s one financial vehicle that does not: life insurance. Call now to learn how you can arrive at the tax-free or tax-reduced retirement destination you deserve!
Gregg Kroman and Texas Secured Capital, LLC do not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.