Barbara Allen Tax Consulting

A client with Barbara Allen (right).

 

Retirement Plans

 

"I tailor your retirement plan to meet your individual goals and financial position."

 

Retirement  Planning

 

The key to successful retirement planning is successful accumulation planning. The key to successful accumulation planning is diversification, because some investments go up in value when others are going down.

 

Typically, it takes ten years or longer for a growth investment to produce the financial returns you hope for. That's why I encourage clients to come to me well before they plan to retire.

 

In planning your retirement, tax issues will always play a major role. I structure your retirement plan to optimize your tax position and protect your assets for the long term. Naturally, I tailor your retirement plan to meet your individual goals and financial position.

 

I suggest financial investments from a completely independent perspective and with your best interests as criteria. There is no one-size-fits-all retirement program, so the best thing to do is call and describe your needs to me. That way we can set up a consultation and develop a strong, balanced financial package.

 

Call me at: 310•455•2375

Copyright Barbara Allen, E.A. Tax Consulting 2015.     Ph: 310•455•2375   E: riklin@verizon.net