High quality tax planning services US
Premium sell my business services US? Financial independence during retirement is a goal many of us desire but few of us plan for adequately. Spectrum Wealth Partners can help you estimate what you need to maintain your current lifestyle in retirement. We can then evaluate any company-sponsored retirement plans, individual retirement accounts, savings accounts, and other sources of income you anticipate having. Finally, we can recommend an effective, step-by-step strategy to help you meet your retirement needs, taking advantage of current tax laws and suitable investment vehicles. Creating a strategy can help set the stage for a comfortable retirement later.
Peter Waldron is a Partner at Spectrum Wealth Partners, and is affiliated with Sagemark Consulting, a division of the Lincoln Financial Advisors Corp. as a registered investment advisor. His practice specializes in working with Technology Executives and small business owners on their planning needs and focuses on the areas of Estate, Investment, Retirement and Tax Planning. With more than 10 years in the financial services industry, Peter co-founded Spectrum Wealth Partners in 2012. Prior to Spectrum Wealth Partners, Peter served as founding partner with Waldron Wealth Advisors from 2004 to 2011.
We have all heard some variation on this Benjamin Franklin quote: “In this world nothing can be said to be certain, except death and taxes.” While this is true, we work with our clients and their tax advisors to minimize our clients’ exposure to tax. Most of our clients choose a proactive approach to reducing taxes as opposed to becoming a martyr to the Internal Revenue Code. We educate our clients’ on all of the available benefits within the tax code to help reduce both their annual and their final obligations to the federal government. Find extra details on wealth management alamo.
We believe in the Lincoln Finanial Advisors philosophy of Service – First, Last and AlwaysSM. We believe long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust – these are the qualities of our “Serve First” philosophy. And these are the commitments we make to each of our clients. If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefit of our work with you. We are confident you’ll be glad you did.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here. Discover even more details at this website.