How We Can Help

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
RTRP

Your Round Table Retirement Process

A systematic and disciplined approach to financial planning.

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    Lifetime Income Planning

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    Risk Mitigation Strategy

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    Tax Efficient Planning

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    Social Security Maximization

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    Health and Long-Term Care Planning

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    Legacy Planning

Legacy

Legacy:

It is important to ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner. By working collaboratively with a qualified estate planning attorney, our goal will be to help you:

  • Maximize your estate and income tax planning opportunities
  • Protect any assets in trust and ensure they are distributed to your beneficiaries probate-free
  • Prevent your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death
Taxes

Taxes:

Any comprehensive retirement plan will include a strategy for decreasing tax liabilities.

This typically includes:

  • Assessing the taxable nature of your current holdings
  • Possible IRA planning
  • Strategizing ways to include tax-deferred or tax-free money in your plan
  • Determining which tax category to draw income from first to potentially reduce tax burden
  • Discussing ways to leverage your qualified money to leave tax-free dollars to your beneficiaries
Health

Health:

We will create a plan to help you address rising health care costs with a minimum of expense, including:

  • Looking at all aspects of Medicare, Parts A, B and D
  • Analyzing options for a long-term care plan
Income

Income:

Our goal is to help ensure your expenses can be paid month to month with reliability, tax-efficiency and predictability for the rest of your life. This typically includes:

  • Social Security maximization
  • Income and expense analysis
  • An inflation plan
  • A spousal plan
  • Longevity protection
Investments

Investments:

Our mission is to help you work toward your investment goals through low-risk and objective-based asset management. We specialize in providing comprehensive investment selection and asset allocation through a philosophy that emphasizes:

• Independence and a commitment to act in your best interests
• Transparency
• Stability and a focus on managing risk and volatility
• Integrity
• Strategic advice

risk

Do you know what your risk tolerance is? TAKE THIS QUIZ TO FIND OUT!

Retirement Solutions Group and Riskalyze are not affiliated companies. Retirement Solutions Group cannot guarantee the accuracy or completeness of the Riskalyze software or outputs. Riskalyze is intended to be used as a tool in designing a financial portfolio.