Tax Strategy Services
Developing a comprehensive tax strategy based on your path to retirement.
Understanding Your Current and Future Financial Goals
We strive in helping you achieve financial security and grow and protect your wealth for future years or future generations. We are here to help you make informed decisions about your finances and provide guidance throughout the process in order to develop a strategy that aligns with your financial goals. Whether you are just starting on your journey or looking for a second look at your current plan, we can create a holistic plan that includes investment management, financial planning, tax minimization strategies, and estate planning.
Do you have an estate/legacy planning attorney*?
Senior Retirement Advisors works directly with an estate/legacy planning attorney so that you understand how state and federals laws could impact your estate after your death. Our estate planning attorney can assist you with:
- Creating a will
- Designating your beneficiaries
- Establishing durable power of attorney & medical durable power of attorney
- Finding ways to avoid the probate court process
- Setting up any trust you may need to protect your assets
Do you know how to protect your savings from a bear market as you approach & enter retirement?
Download our complimentary, no-obligation guide, “Bear Market Survival Guide: How to Overcome Retirement Income Challenges & Protect Yourself from Market Volatility” to identify some of the unique challenges that retirees face and some tools that can help you enjoy the retirement you’ve always imagined.
*Advisors Asset Management, Inc., Senior Retirement Advisors and Janet Pack does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
Want to learn more from our advisors?
We want to hear from you and encourage you to stay in touch! Senior Retirement Advisors proudly serves clients in Tacoma, WA, as well as the greater Pacific Northwest, and we are here to answer any questions or concerns you may have.
Fields marked with an * are required
Short Form
© 2022 Senior Retirement Advisors
Advisors Asset Management, Inc., Senior Retirement Advisors and Janet Pack are not affiliated with or endorsed by the Social Security Administration or any government agency.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Advisors Asset Management, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Advisors Asset Management, Inc. Insurance products and services are offered through Senior Retirement Advisors. Advisors Asset Management, Inc. and Senior Retirement Advisors are affiliated companies.
Advisors Asset Management, Inc. is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Washington or where otherwise legally permitted. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Advisors Asset Management, Inc. is not engaged in the practice of law.
Advisors Asset Management, Inc., Senior Retirement Advisors and Janet Pack are not affiliated with or endorsed by the Social Security Administration or any government agency.
Licensed Insurance Professional.