FREQUENTLY ASKED QUESTIONS
1
What kinds of clients do we work with?
We work with individuals and families who want thoughtful guidance around retirement planning, income strategy, tax efficiency and long-term financial decision making.
2
Do I need to be retired to work with you?
No. Many client began planning in the years leading up to retirement so they can make decisions proactively rather than reactively.
3
What is retirement income planning?
Retirement income planning is the process of determining how your various assets, income, sources, and withdrawal strategies may work together to support your spending night over time.
4
When does a Roth Conversion make sense?
That depends on your current tax situation, future income expectations, retirement, timeline and other planning factors. Roth conversions are most effective when evaluated as part of a broader plan.
5
Can you help me coordinate old retirement accounts?
Yes. We help clients review existing IRA, 401(k) and other retirement assets as part of the planning process.
6
Do you help with
tax planning?
We provide tax aware of financial planning and coordinate strategy around tax, efficient distributions, and Roth conversion decision decisions. Client should also consult their tax professional regarding tax filing and legal advice.
7
What should I bring to a first meeting?
A general picture of your current financial account, income sources, concerns, and goals is a great place to start. From there, we can help identify what additional information may be useful.