Expert Retirement Planning Advisors for Comprehensive Financial Planning for Retirement

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Retirement Income Planning

The Road To Retirement

Tax planning for retirement can be overwhelming, but we’re here to help.

Retirement income planning solutions for highly compensated individuals and executives.

Corporate Executive benefit compensation strategies to assist in attracting and retaining key employees.

We provide solutions for employers seeking to increase competitive means to attract and retain key employees as well as strategies to help your employees adequately fund their retirement income accounts.

Planning For The Future

We take care of the hassles and headaches, so you can focus on more important things. Swat Advisors will provide you with personalized advice to help you make your money last for the long-run in retirement.

Qualified Retirement Plans:

  • Design and Implementation
  • Defined Benefit Plans
  • Individual SEP & ROTH IRA
  • Others

Our Award Winning Team is Available!

If you are one of the many people who feel lost in the world of taxes, contact us today for a free consultation. We are always available when you need us!

Swat Advisors Can Help You With

Ensure You are Able to Retire Comfortably

  • Developing Refining Retirement Goals
  • Determining cash requirements to determine those goals
  • Strategically calculating savings to meet the retirement requirements
  • Analyzing the suitable retirement plan
  • Establishing retirement plans
  • Planning retirement plan withdrawls
  • Assisting with maximizing your U.S Social Security benefits

Planning Your Child's College Education:

  • Estimating the future amount you’ll need, Analyzing current assets with future estimation,
  • We review your money shortfall and consider alternatives to help you with it. These includes tax planning that can reap sustainable income.
  • Swat advisors will prepare and execute optimal saving plan looking to financial Situation and risk tolerance

Family protection in case of becoming disabled

  • Helping you advance your financial and personal estate planning
  • Estimating federal estate tax, state death taxes and any other obligations, as well as figuring out how much cash will be required upon death.
  • The weight of passing on the wealth of your legacy can be daunting.
  • As a tax and probate attorney, I review the tax and probate implications of various property ownership forms. I also recommend ways to title your assets.
  • A proper evaluation of various assets that can help achieve financial goals, such as wills, trusts and powers of attorney is crucial.
  • It is critical to plan for the future of your closely-held business including all of these points. Proper advance planning can help ensure a smooth transition and avoid many costly issues.
  • We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

You thought it was a long way off, but retirement is coming quicker than you think. Make sure your finances are well prepared by consulting a CPA who specializes in tax in retirement.

Get in Touch

How do we help you? Schedule a private appointment to get exclusive strategies from our experienced exit planners!