Gain clarity and confidence on your path to retirement.
Let us help you plan when you retire and how you exit your practice.
Retirement Planning
- Do you have enough money?
- How long do you need to work?
- Are you maximizing tax-efficient savings?
- What amount would you need to obtain from selling your practice to solidify retirement?
- How much investment risk do you need to take?
- How can you mitigate taxes with asset location and the timing of withdrawals?
Estate Planning
- Do you have current wills and power of attorney documents in place?
- Do you have intentions to gift or bequest assets to your children?
Business Planning
- Do you know your practice value today?
- Do you have a plan to sell your practice?
Medicare & Social Security
- Do you understand your Medicare requirements and options to enroll?
- Do you know the optimal time for you to start taking Social Security?