How We Can Help You

We like to think of retirement planning like getting a checkup. Instead of focusing on a single aspect, we focus on the totality of your needs and help you create a long-term plan with common-sense solutions designed with your goals in mind.

Specializing in every stage of retirement, Albertson Financial can assist you with distributing and reallocating your retirement savings in the most tax efficient manner, reducing or eliminating unnecessary fees, keeping more of your money, and planning for income throughout your retirement years.

Protection

  • Eliminate expense and taxes in your planning
    • Review and analyze your financial position
    • Identify any risk exposures and recommend solutions
    • Identify expenses both current and long-term

Retirement Income Planning

  • Help to manage the financial impact of lifestyle changes (retirement, death, divorce, disability, health)
    • To eliminate risk and guarantee retirement income
    • Strategizing so that your retirement income and assets last a lifetime
    • Determine how much to withdraw and the order of accounts to withdraw from
    • Assist you in selecting options with the least tax impact for your IRA, 401(k), 403(b), or other retirement plans
    • Maximizing Social Security Income

Long Term Care

  • To provide protection of retirement assets against long-term health care costs
    • Help reduce the burden of family members caregivers
    • Receive the care of your choice, including in-home care

Taxes

  • Getting maximum upside from your Require Minimum Distribution (RMD)
    • Maximizing what you earn by minimizing what you owe
    • Reduce or eliminate estate taxes, capital gain taxes, income taxes and gift taxes
    • Coordinate your financial plan with your CPA/tax preparer where necessary

Estate Planning

  • Revocable Living Trusts are the preferred estate-planning tool to avoid probate and keep control of your assets while you are living – even if you become incapacitated and can’t conduct business – and after you pass away. 
    • Providing guidance in carrying out your wishes should you become incapactitated
    • To help you ensure that your final wishes and estate are handled the way you have designated

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