I believe a confident retirement is built with multiple strategies. I offer a comprehensive suite of tax, accounting, and financial services to successful business owners and professionals, including:
Everyone needs a strategy in place for their future retirement, whether it’s five or twenty years in the future. First, I can help clients review, implement, and manage profit sharing plans and IRAs for their business, determining an option that benefits both the employer and employees. Furthermore, I help clients plan for their personal retirement goals, including opportunities for creating a steady and consistent stream of income.
401(k) and IRA Rollovers
Those who have changed jobs or retired and have left savings in a previous employer’s retirement plan, such as a 401(k), may consider a rollover. A rollover involves moving one’s retirement savings from their workplace retirement plan to an IRA. This allows a person to keep their savings tax-deferred. I can assist individuals who have rollovers and inherited IRAs.
I guide clients through a full range of tax planning and tax preparation decisions with strategies designed to minimize their tax liabilities, maximize their cash flow, and keep them on track as they pursue their financial goals. I am knowledgeable and up-to-date on the tax laws and can make sense of clients’ receipts, bills, and notices.
Businesses rely on accurate financial information to maintain profitability and capitalize on new opportunities. I strive to help steer clients closer to their goals with accurate reporting, as well as support on financial issues that include initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
Everyone wants to leave a legacy for their loved ones. A well-crafted estate plan is essential for ensuring your wishes are carried out in a tax-efficient manner. I help clients formalize their wishes and, if necessary, refer them to an attorney who can assist with drafting wills.
Business Succession Planning
A business owner needs a plan for exiting their business, whether they are selling, going public, or transferring it to a family member. I can help clients formalize their succession objectives and create an exit strategy so they have a plan for the unexpected, whether it’s a financial hardship or death.
Protection is a critical element of any strategy. I can evaluate clients’ current insurance policies to determine if they adequately meet their needs.
*Investment and financial services are offered by Jim Haskins through his affiliation with HD Vest.