Plan
Your organization has business goals that define success, which includes measurable metrics to monitor your progress. At Rightirement Wealth Partners, we believe it makes perfect sense to employ this same methodology to hit personal financial milestones.
Financial Planning
Rightirement Wealth Partners was founded on the belief that all families should have a plan for their financial future and these plans must evolve fluidly and naturally over time to keep our clients in pursuit of success.
A well-designed plan by a CFP® professional addresses the following broad topics:
- Your Current Financial Position
- Asset Protection with Insurance
- Retirement Planning
- Investment Planning
- Tax Management
- Estate Planning
Business Planning
Starting and growing a business to profitability is daunting to most professionals. In our experience, clients who have accomplished this level of success frequently piece together their business planning as the organization grows. Rightirement Wealth Partners advises our business clients with the same thoroughness with which we detail our internal financial plans. We advise on the following topics:
- Business Insurance
- Asset Management
- Group Employee Benefits
- Corporate Sponsored Retirement Plans
- Assistance with Buy-Sell Agreements
- Business Transfer and Contingency Planning
Executive Compensation
Planning executive compensation necessitates examination of cash flow projections through the duration of possible payment timelines, assessment of risk to collection of payment, and presentation of multiple scenarios to assist each client’s decision making process. Rightirement Wealth Partners analyzes the following:
- Supplemental Employee Retirement Plans (SERP)
- Restricted Stock Awards and Options
- Key Person Life Insurance
- Deferred Compensation
- Pension Optimization
- Cash Bonuses
Estate Planning
Wealth is destined to transfer from one generation to the next. With planning, you can ensure your family is not duly burdened with complex financial decisions during a most difficult time. Estate planning addresses the following topics so that your wishes are carried out without interference from legal channels:
- Asset Control
- Healthcare Directives
- Estate Tax Mitigation
- Charitable Giving
- Probate Planning
- Multi-Generational Wealth Transfer Options
- Education about and Implementation of Trusts
Tax Mitigation
There’s an old adage that goes ‘It isn’t what you earn, it’s what you keep.’ We differ from your accountant or tax preparer because we chart out your probable future taxation to identify a lifetime of potential tax-savings opportunities. Rightirement Wealth Partners seeks opportunities in the following areas:
- Income Deferral & Planning
- Investment Income and Gains
- Retirement Asset Distribution
- Like-kind Investment Exchanges
- Estate Taxation and Probate
- Tax Advantaged Charitable Giving and Trusts
Your Financial Plan. Your Future.
