First State CPAs & Associates has veteran retirement planning expertise on staff. Our Certified Retirement Counselor (CRC) services take a holistic approach in helping you get the most you can out of your retirement nest egg. In addition to maintaining a high-quality lifestyle, things like probable health care expenses, planned leisure activities, and expected insurance and tax obligations all have to be factored into your comprehensive retirement strategy.
Because we understand the process of accumulating your retirement nest egg, First State CPAs & Associates can better prepare you for all of the financial realities of what should be the happiest and most fulfilling phase of your life. The fact is, It's never too soon to start thinking about the future. We specialize in strategic and intelligent preparation today that will help you achieve your financial goals tomorrow.
Our comprehensive pre-retirement planning and post-retirement consultation services include:
- Retirement Plan Design and Strategy.
- Maintaining Investments.
- Retirement Income Management.
- Making the Most of Your 401(k).
- Identification and Evaluation of Possible Variables.
- Social Security Analysis.
- Traditional to Roth IRA Analysis.
- Notary On Staff.