INTEGRATING TAX PLANNING STRATEGIES TO MAXIMIZE INCOME IN RETIREMENT

To plan properly for retirement you need to integrate tax planning strategies along with investing properly to maximize your income. Retirement planning must address the complexities of your tax situation.

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Efficient preparation is key, especially when it comes to retirement.

Our philosophy can be compared to this famous Abraham Lincoln quote “Give me six hours to chop down a tree and I will spend the first four sharpening the ax.”

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IT’S NOT JUST ABOUT HOW MUCH MONEY YOU HAVE.

It’s about using your assets efficiently in order to maintain your current lifestyle so you have the peace of mind to know that you can accomplish all of your retirement goals.

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Welcome to HPA Financial Group

Planning for retirement and other financial events can be difficult. We’ve seen many different and unique financial scenarios throughout our collective 60 years of planning experience. The team who does your financial planning must also understand the complexities of your tax situation. From advising on how to maximize your income in retirement, protect and grow your assets, and everything in between we understand the transitions between each life event. We recognize that planning for financial events can be daunting and we will provide objective recommendations so you can make informed decisions.

At HPA Financial Group, we delve deeply into your financial story to ensure you can accomplish your retirement goals and allow your legacy to continue on for your heirs.

We take pride in being a relationship-based business that has been primarily built from high client retention and referrals for decades. As fiduciaries our obligation is to put your interests first and to that end, we work with you every step of the way to get you to and through retirement successfully.

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We’re here to help you succeed!

We are here to help you develop a tax-efficient plan that delivers a secure and comfortable retirement which will allow you to surpass your financial goals. We are fiduciaries. Why is that important to you? Independent advisors are held to the fiduciary standard. We are required to act in our clients’ best interest at all times.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Retirement

Retirement is one, if not the most important financial goal to accomplish, therefore, it’s imperative to properly prepare for it. Determining your risk tolerance. income needs and tax situation allows us to personalize a diversified investing strategy that best fits your needs and can protect you against outliving your assets.

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Investment

We have access to many investment strategies that are tax efficient and tailor-made to your unique scenario. As fiduciaries, we don’t sell unsuitable investment products. We also act as financial counselors and help you maintain the right mindset while investing. This includes setting proper expectations from the beginning.

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Risk Management

Risk is a part of life; it's how you deal with it that counts. While most of us immediately think of managing risk in terms of insurance, it's important to recognize the need to protect yourself in a full range of areas. This includes managing and reducing risk in your investment portfolio; anticipating unforeseen events like healthcare crises, market crashes, high inflation and interest rate fluctuations.

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Lifestyle

Financial Planning has been compared to lifestyle planning. Every one of life’s decisions has many facets. Our job is to identify all of the risks that can derail your retirement goals to get you to and through retirement successfully.

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