Your income and savings come from a variety of sources – employment income, social security, IRAs, annuities. The same should be true of your financial team. We recommend that you work with a team of advisors to manage your financial future. Doing so provides a number of advantages too. You have multiple people looking out for your best interests and consulting with others to help you make the best decisions for reaching your goals. Your attorney can guide you in terms of what legal ramifications your financial decisions have, and your CPA if, of course, all about limiting your tax liability.
To your wealth and success,
Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance