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 It is not unusual as you reach various certain milestones, or life changing events, that you may simply need some direction, or someone to provide you with the right information to help you make an informed decision. While many clients benefit from a comprehensive financial plan, there are situations that present themselves when you may need the guidance and expertise offered by a Certified Financial Planner™ at Lane Bridgers Schill. An example of these situations may include the following:
- You are ready to retire and have major decisions to make and would like an opinion on your retirement plan options. Should you take a lump sum distribution? If not, what pension options should I choose given my circumstances?
- You are considering selling a privately owned business. What are the tax consequences and will I have enough left after taxes to live comfortably? What payment terms are acceptable, etc?
- You are considering the sale of a rental property. Again, what are the tax consequences? Am I eligible for a 1031 Exchange, or better yet, what is a 1031 Exchange and how might it benefit me?
- You have just been blessed with your first grandchild and you want to set up an account for their college education. Should I set up a trust? What about a 529 Plan? Should I own the plan, or should my son or daughter?
- I am getting remarried. How do I protect my assets for my children without disinheriting my new spouse should something happen to me?
- I have several investment accounts, with several different firms, in addition to my 401(k) plan at work, how does one hand know what the other is doing? Am I properly diversified?
- I have been accumulating US Savings Bonds for many years and I don’t know what to do with them. This situation occurs frequently. If you find yourself in this situation, you may benefit from our expertise in this unique area.
Whether you are in need of a comprehensive plan, or just have an issue you would like some help with, we are here to help you with all your planning needs!
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