Sound Mind Financial LLC
Retirement Planning
Today, the financial world is complex and full of choices and uncertainties. Especially when you are preparing to retire, you need a trusted advisor with experience.
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The specialty of our practice is preparing our clients for the many decisions that face them at retirement. If you are considering a relationship with our firm, these are some of the services you can expect:
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Designing appropriate investment strategies for all your assets.
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Creating retirement income that lasts your lifetime.
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Coordinating tax-free transfers from your employer plans (401k’s) to your personal IRA.
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Assisting clients with income tax planning.
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Selecting the right pension options.
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Sorting through the myriad of Medicare choices.
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Transferring your estate efficiently to your heirs.
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Protecting your assets from potential long term care expenses.
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Working closely with your surviving spouse or beneficiaries to help them make the right decisions in times of transition.
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Joining your team of professional advisors, including legal and accounting, to provide you the most comprehensive advice.