Financial success involves protecting your assets as well as growing them. Often, there are choices that can make a big difference for you and your family. Together, we can develop a financial plan that is right for you—a plan based on your specific criteria and tax implications that manages risk now and in the future.
Innovative solutions can create tax savings. The path to financial success involves looking at the whole picture:
- Investment management
- Cash flow and retirement planning
- Tax planning
- Estate planning
- Risk management
Our team of financial planning professionals will help you:
- Examine the details of your priorities to ensure your financial plan is comprehensive and measurable.
- Create tax savings.
- Develop a plan that manages risk now and in the future.
Case study: New retiree lets go of long-term savings habit
A long-term client retired at the age of 62 from her full time career. She lived comfortably, yet modestly for her income, and saved aggressively over the years. Her Baker Tilly advisor knew she was a prudent saver and liked following a budget. Her advisor recognized that with retirement finally upon her, the client was struggling to fully grasp her financial situation. Over time, the advisor helped her to really understand her new day-to-day financial needs, the size of her retirement and pension funds and what lifestyle that nest egg would afford, and to finally let go of her aggressive saving habit. The client is now more comfortable spending some of her savings visiting family and friends across the globe. The trips are well within her post-retirement budget and while not extravagant, they are providing her with well-earned relaxation and enjoyment.
