Retirement Services
Retirement
Services
In the final stage of your path to retirement, we focus on strategies designed for individuals and families who are roughly 5 years or less from retirement or are already in retirement. We are committed to making sure your hard work will be secure and provide the income you need.
As with the prior to stages, if you are starting with us at this point in your path to retirement it will be important to establish your list of concerns and priorities, which forms the basis of, and gives direction to, your plan of action.
CREATING Confidence
- Developing and employing advanced tax strategies to mitigate taxes in highly appreciated assets
- Estate planning strategies (SPOILER ALERT – these may apply even if you don’t have millions in your estate!), including any charitable planning and gifting strategies
- Creating a personalized Bucket Plan to meet your retirement income needs. YOUR plan is INDIVIDUALIZED based on the concerns and priorities we gather working with you and are memorialized to guide us in the advice we provide
- Trust services: We are able to handle your estate and charitable plans from start to finish, from drafting the trust document, establishing the trust account and implementing the investment strategy for the trust
- Asset protection and asset location strategies to safeguard against unnecessary risk and to protect against unnecessary tax exposure
- Tax preparation services, if needed (provided by Financial Dogma’s sister company Top Dog Tax Planners
Our Company
- About Us
- Resources
- Contact Us
Contact Info
- 13 Eisenhower Dr Malvern, PA 19355
- (610) 812-0868
- info@financialdogma.com
- Mon - Sat 09:00 - 17:00
Privacy Info
Investment products and services available
only to residents of: AZ, CT, DE, FL, IL, MD, NC, NH, NJ, NV, PA, SC, VA, WV
We are licensed to sell insurance products
in the following states: AZ, CO, CT, DE, FL, MA, MD, NJ, PA, SC, VA, WV
Securities and Investment Advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC and SEC Registered Investment Advisor. NEXT Financial Group, Inc. does not offer tax or legal advice. Financial Dogma is not an affiliate of NEXT Financial.