Come Build Your Financial Dynasty, With Hoffman Financial Group!
GET YOUR COMPLIMENTARY RETIREMENT PLAN BY COMPLETING THIS FORM.
Gain access to strategies that help minimize taxes, reduce risk, and generate income regardless of the market.
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Your Retirement Plan will include:
RETIREMENT PLANNING
- Review income distribution plan
- Assess current and long-term cash flow needs
- Utilize Capital Sufficiency Analysis to determine sustainability of spending and address variables in process
- Evaluate life insurance needs and coverages
- Review survivor cash flow and disability plant
- Analyze existing property and casualty insurance exposure
TAX PLANNING
- Potentially lower your taxes
- Review current and future income tax liability
- Educate, advise, and implement strategies to minimize income tax exposure
- Review withholding and estimated tax analysis
INVESTMENT PLANNING
- Focus on accumulation
- Mitigate risk
- Maximize current benefits options
- Discuss investment options of savings and deferred investment plans
- Review stock options
- Analyze current elections on benefits and beneficiary designations
ESTATE PLANNING
- Explore long-term care
- Review family objectives, goals, and concerns
- Evaluate existing testamentary documents
- Provide specific tax-savings recommendations
- Examine tax-effective wealth transfer strategies
- Coordinate drafting and execution of estate planning documents
- Review estate tax balance sheet and estate distribution flowcharts
- Analyze cash flow projections for surviving family members
- Coordinate asset ownership and beneficiary designations
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