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Here are our Three C’s of retirement planning:
- Comprehensive - We realize that individual client goals must be approached as parts of an overall plan.
- Coordinated - We realize that changes in one area of a client's plan often impact other areas. Coordination is essential.
- Communicative - We strive to maintain constant communication and shared understanding among all members of the advisory team, and especially with the client.
We like to think of retirement planning like getting a checkup. Instead of focusing on one aspect, like long-term care, we focus on the totality of your needs, and with you, create a long-term plan with common-sense solutions designed with your goals in mind.
Specializing in every stage of retirement, Albertson Financial can assist you with distribution and reallocation of your retirement savings in the most tax efficient manner, reduce or eliminate unnecessary fees, helping you keep more of your money and plan for income throughout your retirement years.
Protection – guaranteed to help you eliminate expenses and taxes in your succession planning
- Review and analyze your financial position
- Identify any risk exposures and recommend solutions
Estate Planning – providing guidance to help you get your financial affairs in order
- Review and analyze your assets for proper ownership and beneficiaries
- Consult and coordinate your plan with an attorney and/or CPA
- Help to manage the financial impact of lifestyle changes (death, divorce, disability, health)
Retirement Income Planning – strategizing so that your retirement income and assets last a lifetime
- Determine how much to withdraw and the order of accounts to withdraw from
- Assist you in selecting investment options with your IRA, 401(k), 403(b), or other retirement plan
Taxes – maximizing what you earn by minimizing what you owe
- Reduce or eliminate taxes, such as estate taxes, capital gains taxes, income taxes, gift taxes, and income on tax deferred investments
- Consult and coordinate your financial plan with your CPA/tax preparer
Investments – focusing on the growth and management of your portfolio
- Establish how and how much to save
- Monitor investment performance and risk on your investment portfolio
- Actively manage and rebalance your portfolio for maximum growth while eliminating risk