FINANCIAL PLANNING DESIGNED AROUND YOUR GOALS

Do You Have These Questions?

  • How Much Do I Need to Retire?

  • Which Investments Are Best for My Goals?

  • Should I use Roth or Pre-Tax?

  • Are There Tax Strategies in Retirement?

  • When Should I Claim Social Security?

Take the First Step

We believe tax planning is a pivotal part of a strong financial strategy. We're committed to having thoughtful strategies with our clients to explore how tax planning can work alongside their investments with the goal of reducing your lifetime tax bill.

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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.

A few items we’ll cover with you during our financial planning process.

  • How could personal tax planning help save you on tax bills?

  • How much in savings?

  • How to invest and allocate your hard-earned savings.

  • How could we seek to grow what you’ve saved.

  • What order of accounts should you use when you start spending your money?

  • Are there ways we could spend more than we thought?

    Tax laws, investment strategies, and life changes, we’re here to adapt with you. We believe open communication with your financial planning team is valuable.

Working with Custer Financial Advisors 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. We take that seriously. Planning with the whole picture in mind is pivotal to helping you make the most of your hard earned savings.

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