At Modern Wealth Solutions, we believe retirement is about time freedom. Whether you want to continue running your business as long as possible or you’re ready to relax and travel the globe, we’ll help you determine how to build a financial future you’re excited about. Once you retire, we can also help you manage your finances so you stay on track. Our goal is to create a personalized plan that allows you to focus on the present while you establish a rewarding future.
When preparing for the future, it’s important to ensure your wealth is passed on according to your values and desires. We can work with you and your trusted advisors so that each of your stakeholders and family members has the resources they need to carry out your wishes. We’ll develop a strategy to minimize your tax burden now and in the future, so you can be confident that you and your loved ones will receive the maximum benefit from everything you’ve worked so hard for.
We do not provide tax advice. Please consult with your own advisors for tax advice.
As we develop your retirement strategy, we’ll help you determine the best course of action to achieve your goals while protecting what matters to you. We can help you identify ways to protect your business and personal assets from liabilities, and we provide strategies to safeguard asset transfer to your beneficiaries.
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Retirement is a chance to enrich your life as well as others, and we can help you prepare for those opportunities in the most tax-efficient way possible. We’ll help you maximize the impact of your giving in a way that also supports your personal financial goals, and we’ll help you identify ways to reduce your tax burden and provide additional income streams for your retirement.
Please seek tax advice from your own tax advisors.
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Preparing for retirement isn’t just about saving money—a truly comprehensive strategy takes into account potential circumstances that could affect your future financial stability. We offer solutions for disability insurance and extended care that help you manage unexpected expenses and ensure you’re prepared for any future. We’ll help you identify your risk factors and establish safeguards to protect your assets so you can be confident about your retirement.
Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality.