Services

Areas of Expertise

tax planning graphic
Services

  • Tax Planning Strategies

  • Make Work Optional

  • Retirement Income Strategies

  • Investment Strategies

  • Social Security and Medicare

  • Estate Planning Strategies

  • Risk Management

  • Life Coaching

Tax Planning Strategies

Without careful planning, it’s very possible to have a higher tax bill in retirement than as a working professional.

Our tax planning services aim to help keep taxes low today and in retirement. We strive for this through:

  • Annual Tax Return Analysis
  • Annual Roth Conversions
  • Coordination & Timing of Income Streams (e.g. Pension, Social Security, Required Minimum Distributions, etc.)
  • Asset Location
  • Charitable Giving Strategies

We also stay up-to-date with the ever-changing tax laws to help ensure you are taking advantage of every opportunity.

You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. Bleakley Financial Group, LLC and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor regarding your specific situation.

Want to learn more about reducing your tax liability in retirement?

Get a Free Retirement “Flight Plan”