Solutions 2 Retirement LLC

retirement income planning can involve so much more than most of us think in generic terms. efficiency comes from knowing which products and types of assets to liquidate in specific order based on each unique circumstance. what most "talk to", but are limited to offer, is true tax planning. having a cpa as a partner enables us to look at the specifics of each case in not just talking about tax efficiency, but actually take action steps that ensure tax efficiency. it is never too late or too early to look at your situation, and make adjustments that could keep money in your pocket that would otherwise go to pay unnecessary taxes. combining that information with our ability to understand how to align various products to help your plan succeed is not only our focus - but our passion. we also provide support with key person insurance, buy/sell agreements and much more. we use one simple guide in every situation..."would i do this for me and my family?" if the answer is no, we sim