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Our Services

Our Services:

Financial Analysis:

Definition: A financial analysis is a comprehensive evaluation of an investor’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans.

  • Comprehensive Financial Analysis
  • Pension Payout Strategies
  • Income Strategies for Retirement
  • IRA Consolidation/Rollovers
  • Tax Reduction Strategies
  • Retirement / Financial Review
  • Life Insurance & Income Protection Strategies
  • Charitable Giving Strategies
  • Wealth Transfer Strategies
  • Business Succession Strategies

Estate Analysis:

Definition: Estate analysis is the process of anticipating and arranging, during a person’s life, for the disposal of their estate. Estate analysis can be used to eliminate uncertainties over the administration of a probate and to maximize the value of the estate by reducing taxes and other expenses.

  • Reduce Taxes
  • Eliminate Uncertainties
  • Maximize the Value of the Estate
  • Estate Protection Strategies

*Safe Money Retirement Solutions are not attorneys and when planning for your estate, you should consult an attorney.

Social Security Income:

When should I start taking my Social Security?

  • Social Security is enormously complex
  • Making correct decisions could mean tens of thousands of dollars
  • How to maximize your Social Security Income

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