Honolulu, HI – Usually, financial planning is a step-by-step process for achieving life goals. A financial plan works like a roadmap for clients throughout their lives, enabling them to manage their money and achieve their goals by taking charge of their income, expenses, and investments. Tax preparation for retirement is more complex, especially when future tax rates and legislation are unknown. With EA Buck Financial Services, Honolulu residents learn how to tax their assets, health care and estate planning. Advisors also help clients avoid typical mistakes and shocks that could result in reduced retirement income.
Planning for retirement has never been easier. Clients can access informative content on any financial planning or tax planning webinar from EA Buck Financial Services, which covers topics such as Why People Rush to a Roth, How to Plan tax changes through 4 stages of retirement, The ABCs of Fixed Indexed Annuities and four tips for dealing with a bear market, among others. On-demand webinars are available 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 to invest, plan for retirement, or research strategies for passing on their wealth, the team is ready to help. The Honolulu firm has spent over 40 years helping many families make sound financial decisions at all stages of life. The order in which clients use various funds to pay for living expenses can have a significant impact on their tax bill. Their conversations about tax planning will cover many questions, including tax questions to ask before retiring, avoiding the Social Security âtax trapâ and why it is essential to consider taxes before retiring.
Honolulu Financial Advisor also engages, plans, implements and connects with its clients using the EPIC strategy. First, financial advisors spend time learning about the requirements and goals of the client and their family. They then develop a clear and detailed financial strategy to help the client achieve their long-term goals. The team of experienced counselors implement the unique approach and respond to any issues that arise along the way. Finally, Honolulu advisors communicate with the client on a monthly basis to make sure their financial strategy is still working for them and their goals.
To learn more about EA Buck Financial Services, visit their offices at 55 Merchant Street, 2100, Honolulu, HI, 96813, USA. Contact them by phone at 808.545.2211 or visit their website for more information.
We are an independent financial services company that helps individuals create retirement strategies using a variety of investment and insurance products to meet their needs and goals. Securities offered only by persons duly registered through Madison Avenue Securities, LLC (MAS), member of FINRA / SIPC. Investment advisory services offered only by duly registered persons through AE Wealth Management, LLC (AEWM), a registered investment adviser. MAS and EA Buck Financial Services are not affiliated entities. AEWM and EA Buck Financial Services are not affiliated entities. Neither the firm nor its agents or representatives can give tax or legal advice. Individuals should consult a qualified professional for advice before making any purchasing decision. There are risks involved in investing, including the potential loss of capital. 01048236 – 21/9
EA Buck Financial Services
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55, rue des Marchands, 2100