Retirement Planning

retirement planning services

Reaching retirement is an exciting landmark in a person's life but are you really as prepared as you think you are? How much money will you need to live comfortably? Is your current investment strategy sufficient to support this goal? Preserving assets and effectively managing investments requires the skills of a talented wealth management professional. At Bulletproof Tax & Accounting Firm, we have the knowledge and experience to help you put the right retirement plan in place. We will create a plan that coordinates your investments, estate plan, and philanthropic pursuits with your long-term financial objectives so you can face your retirement years with confidence.

Retirement planning is very personal so the first thing we will do is get to know you. We will learn about the type of lifestyle you want to maintain during retirement so we can arrange your portfolio to stay on track to meet or exceed appropriate wealth targets. We will also manage tax implications, assist with retirement distribution planning, and find other ways to protect your assets. With our proactive guidance, you and your family will be well-prepared for whatever lies ahead. To get started, call us now at 916-226-5334 or request your consultation appointment online.

Retirement planning services:

  • Retirement distribution planning
  • IRAs - traditional, Roth, SEP, simple
  • 401K plans
  • Investment management
  • Beneficiary review
  • Estate and trust tax planning
  • Asset protection and wealth management
  • Succession and exit strategies