SERVICES PROCESS ABOUT BLOG FREE ASSESSMENT Services Insurance Planning It’s about protecting your family and your assets. With so many available plans and programs, it can be difficult to determine an appropriate strategy. We can help you evaluate options; from annuities and asset protection, to life, disability and long-term care insurance. Estate Planning Many individuals, couples, and families don’t just want to make their assets last for their lifetimes; they want to leave a legacy for their heirs. However, the financial side of estate planning is often overlooked and can have a significant impact on one’s family. We can assist you in articulating Tax Planning Your largest financial expense – And not all money is taxed the same! Annual Tax Return Analysis Asset Location The Order of Money Coordination & Timing of Income Measuring Your Tax Bracket Avoiding Tax Traps Gifting Strategies Pay Now Versus Later Social Security Optimization As you approach retirement, you may have a number of questions regarding Social Security. How much will my income benefit be? How do I maximize my benefits? When should I begin taking Social Security? We understand the complexities of Social Security and can address your questions. Investment Management We begin the discussion using a model driven portfolio strategy to illustrate what goes into a diversified portfolio and to help set expectations. Investment choices in the models allow for vast degrees of customization enabling us to tailor a portfolio that complements your other planning concerns, be it taxes or Retirement Income Planning Retirement income planning is the foundation of a solid retirement strategy. One of the key objectives is to have a consistent and reliable stream of income designed to last throughout retirement. We can help you address critical questions, such as how much income will your retirement savings generate, how to Phone: 210.244.1600 227 N Loop 1604 E, Suite 150 San Antonio, TX 78232 Important Links Rethink Retirement WEB DESIGN BY OECHSLI

SERVICES PROCESS ABOUT BLOG FREE ASSESSMENT Tax Planning Your largest financial expense – And not all money is taxed the same! Annual Tax Return Analysis Asset Location The Order of Money Coordination & Timing of Income Measuring Your Tax Bracket Avoiding Tax Traps Gifting Strategies Pay Now Versus Later Phone: 210.244.1600 227 N Loop 1604 E, Suite 150 San Antonio, TX 78232 Important Links Rethink Retirement WEB DESIGN BY OECHSLI

SERVICES PROCESS ABOUT BLOG FREE ASSESSMENT Social Security Optimization As you approach retirement, you may have a number of questions regarding Social Security. How much will my income benefit be? How do I maximize my benefits? When should I begin taking Social Security? We understand the complexities of Social Security and can address your questions. Phone: 210.244.1600 227 N Loop 1604 E, Suite 150 San Antonio, TX 78232 Important Links Rethink Retirement WEB DESIGN BY OECHSLI