Retired - Reduce taxes, improve investments, and create a reliable income stream in retirement
Mark and Lois want to not only ensure their retirement plan provides for the lifestyle they have envisioned but also that they can have confidence that they will never run out of money.
How we can help
✓ Comprehensive tax analysis to identify any potential tax challenges and how to best navigate them.
✓ Analyze business succession scenarios and worked with Lois’s CPA on optimal tax efficient approach to selling her business.
✓ Improve asset allocation to better align with their goals.
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