Retirement Planning
Effective retirement planning is a combination of selecting the appropriate investment vehicles to fit your needs while prudently mitigating taxes and working towards preserving your assets.
At Seeley & Associates, Debbie Seeley and her motivated team of professionals will help you manage your finances for tax savings and invest to pursue your financial goals.
Questions You May Have About Your Retirement Plan
- When will I be able to retire?
- Will I outlive my money?
- Am I paying more taxes than I need to?
- Which investments should I pick for my 401k?
- How will I pay for my children's college?
- How will I pay for long term care?
- How will my assets pass to my heirs?
- I'm moving out of state, how will that impact my taxes?
- My mother passed; what do I do?
At Seeley & Associates your professional will help you answer your financial questions and update your plan so you can focus on what's important in your life.
Important questions come up year round when…
- Kids prepare for or complete college
- Job and benefit changes happen
- You consider remodeling, moving, or a second home
- Bonus' are awarded
- Health issues arise
- Parents need additional care
- "Bucket list" opportunities arise
- And so much more
That's why our team of professionals are available year round - so that you can sit down in a private office with someone who knows you and understands your financial and tax situation. With sound answers based on your unique situation, you can make a plan so that what matters most to you and your family may become a reality.
We are committed to helping you pursue your financial goals.
Discover Whether Integrated Tax and Retirement Planning Is Right for You
Call 425-313-1040 today to schedule an appointment.