FINANCIAL PLANNING DESIGNED AROUND YOUR GOALS
Our Expertise
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Retirement Planning
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Tax Planning & Strategies
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Investment Management
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Risk Management
Do You Have These Questions?
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How Much Do I Need to Retire?
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Which Investments Are Best for My Goals?
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Should I use Roth or Pre-Tax?
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Are There Tax Strategies in Retirement?
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When Should I Claim Social Security?
Tax Planning
We hold the belief that tax planning is a pivotal component of your overall financial plan. Our commitment is to engage in conversations with our clients to explore strategies to ethically minimize their tax burden throughout their life.
What To Expect:
We believe that a good financial planning team should do more than just allocating your investments. We aim to build a relationship and help clients walk through a personalized and comprehensive plan designed for them.
Here a few items we cover we’ll cover with you during our financial planning process.
How could personal tax planning help save you money?
How much savings do you need for your goals?
How to invest and allocate your hard-earned savings.
How to help preserve and grow what you’ve earned.
What order of accounts should you use when start spending your money?
How can we maximize our savings?
As tax laws, investment strategies, and life changes… We’re here to adapt with you. At Custer Financial Advisors we believe open communication with your financial planning team is valuable.
Working with Custer Financial you get:
Ongoing investment management teams
Updated tax planning strategies
An advisor to ask questions and bounce ideas off of
Ongoing financial planning meetings
A real person to talk to
Access to Financial projections and analysis
Financial advisors with a Fiduciary duty
We know you’re working to build your savings and we take that seriously. Planning with the whole picture in mind is pivotal to helping preserve what you’ve already built.
