Financial planning isn’t just about your portfolio. There are a host of other protections you can take to make sure you live out your ideal retirement, grow your wealth, and leave a legacy for your loved ones. While we don’t offer financial planning as a stand-alone service, we integrate financial planning with other crucial services to set you up for success in the future.
TRAC partners with an estate planning attorney so you can conserve your nest egg and pass it to your loved ones. We can help you craft the right strategy so your family is protected when you are no longer here.
Do you have a robust retirement plan in place? Our retirement planning process accounts for many different types of changes that may be encountered in your life once you have retired. You always want to be prepared for life’s detours which our retirement planning process does.
Tax planning is an important component of any financial plan, especially with pending income tax changes that may impact your investments. We work with you, along with your tax accountant, to devise the right strategy to protect your investments and limit income tax consequences.
To learn more about how we incorporate financial planning into all areas of your financial life, take a look at our Who We Serve page.