At Senior Advisory Group, we specialize in working primarily with retirees, or those very near retirement. This allows us ample time to keep up to date with all of the issues facing today's retirees. Today there are more challenges than ever to maintaining a secure retirement. Below are the areas of focus that we specialize in assisting clients with as it relates to achieving their financial goals.
We will work closely with you to educate you on the important rules regarding IRA and other tax qualified accounts. When it comes to planning for the distribution of assets currently held in IRA accounts, there are a number of potential hazards that can cost you plenty in penalties and unnecessary taxation. We will help you navigate these pitfalls in order for your IRAs and tax qualified plans remain intact for you and your beneficiaries.
By focusing on the taxes that impact today's retirees and working with CPAs and accountants, we strive to help our clients reduce and or possibly eliminate taxes in a number of areas. For example, certain strategies and planning may be used to reduce Social Security income taxes, taxes on interest bearing accounts, federal estate taxes, and taxes on IRAs. The IRS is constantly changing the tax laws as we know them, therefore it is important to work with a team of professionals to help manage these changes and stay up to date accordingly.
At Senior Advisory Group, we understand the importance of various insurance products and the role they play in comprehensive wealth management. From Life Insurance, Long Term Care, Disability, Medicare Supplement, and everything in between, our insurance professionals at Senior Advisory Group can walk you through all of the confusion regarding insurance and help you make the decision that's best for you.
In today's world retirement planning has shifted from Wealth Accumulation to Wealth Distribution. In other words, how do you ensure you do not outlive your income in retirement. At Senior Advisory Group we will work closely with you to develop an income plan in retirement that is designed not only meets your needs, but also designed to go the distance, and be around as long as you are.
For clients of Senior Advisory Group, Estate Planning is working to ensure your assets pass safely to the church, charity or family members you want your assets to go to at death. With a focus on avoiding probate, and avoiding taxation we help our clients plan to leave the legacy they would want, without worrying about Uncle Sam ending up with the biggest share.
Advisory services provided through Partnervest Advisory Services, LLC, a Registered Investment Advisor. Annuity and insurance products are offered through Senior Advisory Group, Inc. and affiliated insurance agencies. Senior Advisory Group, Inc. is independent of Partnervest Advisory Services, LLC.