How We Help You Meet Your Financial Goals
Financial planning is a process, not a document and is designed to help you reach your specific financial goals. Strategic Tax Planners, LLC offers you a full range of planning services, and we provide objective and unbiased advice. We uphold our commitment to answer only to you and to keep your financial well-being at the center of our recommendations.
Your Plan
Your personalized financial plan will include a thorough analysis of your financial situation including comprehensive charts and graphs as well as in-depth details about recommended strategies. Your plan may
How We Help You Meet Your Financial Goals
Financial planning is a process, not a document and is designed to help you reach your specific financial goals. Strategic Tax Planners, LLC offers you a full range of planning services, and we provide objective and unbiased advice. We uphold our commitment to answer only to you and to keep your financial well-being at the center of our recommendations.
Your Plan
Your personalized financial plan will include a thorough analysis of your financial situation including comprehensive charts and graphs as well as in-depth details about recommended strategies. Your plan may consist of some or all of the following ana
consist of some or all of the following analyses:
SWOT Analysis – The Gold Standard of Financial Plans. Know your Strengths, Weaknesses, Opportunities, and Threats while we create the most efficient plan for YOU. Click here to learn about how a SWOT Financial Analysis can help YOU.
We will all retire some day. Are you prepared for a long retirement? We can show you how much you should save on a monthly or annual basis, the retirement account you should be using (401(k), IRA, Roth, etc.), how you should be investing and when you can expect to achieve financial independence.
We are experts at coordinating your Government pension and your private retirement and/or savings. The tax impliations are complex and we will sit down with you to create the most efficient plan for YOU.
Don’t know when to begin taking your SS benefits? We will review your options and help you decide on a strategy. Also, we will help you coordinate your Social Security benefits with your other retirement savings or simply maximize your monthly Personal Insurance Amount while saving money on your Federal Income tax.
Your investments are your means to achieve your financial goals. We will help you create a diversified and low expense portfolio for your short- and long-term goals. We will recommend several asset classes in both stocks and bonds. Index mutual funds and ETFs will be part of your recommended portfolio.
No matter how good your plan is, there could be unexpected bumps down the road. We will help you plan for those unexpected expenses or situations to make sure you meet your goals. Since we are NOT brokers or agents we will simply review your Life, Homeowners, Auto, Health, and Umbrella policies. We will make recommendations to add, cancel and/or alter your existing policies so you know your risks are mitigated.
Education can be your most expensive future goal. FAFSA filing can be a headache. Allow us to complete your FAFSA application and have it sent to the schools of your choice. We can also help you create a saving and investment strategy to help pay for private or public 4-year college using a 529 College Savings Plan
Estate planning is not just for the rich and famous. Your plan may include having key estate legal documents in place, reviewing your beneficiary designations or understanding potential future estate taxes (Fed and State). We can review your existing will or help you write a new will and notarize it for you. Also, learn about the different types of Trusts, and which one might be best for you. Does a Life Estate solve your needs? We are here to go over all your choices and help you pick the right one for YOU.
ONGOING ENGAGEMENT FEE: Starting at $350+ upfront than an ongoing monthly fee of $50+.(Upfront fees waived for clients, we prepare yearly State and Federal Tax returns.) Both fees are determined by the complexity of your situation, the time committed to developing the plan, and the number of action items and investment accounts involved. We will detail services and fees in your agreement and are negotiable.
HOURLY FEE – ONE TIME ENGAGEMENT: We offer both hourly and project-based planning for people who would like help with one or more specific topics but aren’t interested in creating a comprehensive financial plan. We offer hourly planning at $100 per hour, billed in 15-minute increments. Project-based work is quoted based on the project.