Asset Allocation
Our organization prides itself on providing full-service retirement planning throughout the Carolina’s. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated plan.
Income Planning
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At The Carolina Tax Advisory Group, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.
Legacy Planning
Legacy planning is one key element of any successful retirement plan and helps ensure that your legacy carries on to help your loved ones, and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use, or transfer your wealth to beneficiaries.
Life Insurance
Life insurance may provide peace of mind for the policyholder that their loved ones will be taken care of financially in the event that they pass away. It can also offer a number of benefits that may make it a valuable tool.
Social Security
We help our clients develop a clear understanding of their Social Security benefit. There is a lot to learn about Social Security, and it is important for you to be educated so that you head into retirement with a plan on exactly how you will rely on your benefits.
Tax Strategies
One essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We’ll help you customize a retirement plan that is able to take advantage of any possible tax credits and deductions.