Your CPA handles your tax preparation every Spring, but you also need a financial advisor who includes tax planning in your strategies for retirement!
Your retirement plan with Golden Eagle Financial will provide a clearer view of what your retirement will look like tax-wise.
Tax planning matters most in your fifties and sixties when you still have time to accumulate wealth tax-free. Even after you have begun taking Social Security, however, Al Smith can still help you transition a portion of your nest egg into alternative, non-taxable accounts to create guaranteed income in retirement.
You’ve already been setting money aside. Now, choose a financial advisor who specializes in preserving that money so your savings will last!
Schedule a free, no-obligation consultation with Al Smith of Golden Eagle Financial.
Fill out the contact form for more information.
Planning with Purpose.
Advisory services are offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.