Honolulu, HI – Generally, financial planning is a step-by-step process for achieving one’s life objectives. A financial plan functions as a roadmap for clients as they travel through life, allowing them to manage their money and reach their goals by being in charge of their income, expenses, and investments. Tax preparation for retirement is more complex, especially when future tax rates and legislation are unknown. Using E.A. Buck Financial Services, Honolulu residents learn tax management methods for their assets, health care, and estate planning. Advisors also assist clients in potentially avoiding typical blunders and shocks that could result in a reduction in retirement income.
It’s never been easier to plan for retirement. Clients can access informative content on any of E.A. Buck Financial Services’ financial planning or tax-planning webinars, which cover topics such as Why People Are Rushing To Convert To A Roth, How Tax Planning Changes Through 4 Stages Of Retirement, The A.B.C.s of Fixed Index Annuities, and Four Tips To Power Through A Down Market, among others. On-demand webinars are available to watch around the clock, so viewers don’t have to wait for a live broadcast to get the information they need.
The financial advisor works with families with a wide range of income levels and investable assets. Whether a client is just starting with investing, planning for retirement, or looking for strategies to pass on their estate, the team is ready to help. The Honolulu firm has spent more than 40 years assisting many families in making sound financial decisions at all stages of life. The sequence in which clients employ various funds to pay for living expenses can significantly impact their tax bills. Their tax planning conversations will cover many issues, including tax questions to ask before retiring, avoiding the Social Security “tax trap,” and why it’s critical to consider taxes before retiring.
The financial advisor honolulu also engages, plans, implements, and connects with its clients using the E.P.I.C. strategy. First, the financial advisors spend time getting to know the requirements and goals of the client and their families. They then build a clear, detailed financial strategy to assist the customer in achieving their long-term objectives. The team of experienced advisors puts the unique approach into action and answers any issues that arise along the route. Finally, the Honolulu advisors communicate with the client every month to ensure that their financial strategy is still working for them and their objectives.
To learn more about E.A. Buck Financial Services, visit their offices at 55 Merchant Street, 2100, Honolulu, HI, 96813, United States. Contact them via phone at 808.545.2211 or visit their website for more information.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. MAS and E.A. Buck Financial Services are not affiliated entities. AEWM and E.A. Buck Financial Services are not affiliated entities. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. 01048236 – 9/21
E.A. Buck Financial Services
55 Merchant Street, 2100
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