Selecting the right firm to help you plan for a confident retirement is one of the most important decisions you will ever make. Some important qualifications are experience, a good long-term track record, and the assurance of honesty and trust. It is also essential for you to understand the style and approach the firm will use to help design your plan. With inappropriate positioning of your assets, half or more of the legacy you want to pass along to your heirs could be lost.
The experienced professionals at Petros are qualified to assist clients with most of the variables that could impact their pensions and retirement goals, estate planning and charitable-giving programs for the future.
How We Work: As Simple As 1, 2, 3
Step 1. Evaluation visit We’ll gather all the information we need to expand and reduce the risk to your nest egg and to provide complete legacy planning. We’ll also answer any questions you may have about your finances or retirement planning, with no obligation.
Step 2: Analysis, plan design and follow-up consultation We’ll set to work evaluating alternatives to reduce the risk to your assets and optimize growth, reducing taxes and suggesting efficient methods for a smooth transfer of your legacy to your heirs without unnecessary taxes or probate.
Step 3: Recommendations and implementation We’ll provide all the service materials needed to address your unique situation and outline an appropriate course of action that will result in achievement of your retirement goals.
How We Can Help
We offer creative solutions to close any gaps in your retirement plan, which could include:
Less Risky Investing
Our commitment to you is to help you achieve the things that are important in your life. It does not matter whether your nest egg is large or small or whether your retirement goals are simple or complex. We have the professional, caring people you need to help you and your family prepare for your future. You don’t have to risk your retirement by using a firm that doesn’t look at you as an individual or look at the complete picture to ensure you achieve your retirement goals.
Estate And Legal Planning
Estate planning is more than just planning for estate taxes. It includes making sure wills have been structured properly, trusts have been implemented, and necessary powers of attorney are in place for financial needs as well as health care needs. We work closely with board-certified tax and elder care estate planning attorneys who will review your current situation and offer suggestions from a legal perspective. With Petros, your estate plans will be complete; Your loved ones will enjoy you while you are alive and will cherish the memories shared with you all of their lives.
Health Care Protection
We offer innovative solutions to protect you from the financial devastation caused by long-term care or a nursing home stay. Using our expertise, and that of our strategic partners, we can shelter your estate from the adverse impacts of long-term care by designing affordable solutions that meet your healthcare needs. We can also help you with your Medicare supplement needs.
Retirement Rollovers
We offer ways to reduce the risk to your pensions, 401(k)s, 403(b)s, SEPs, IRAs and maintain control of your retirement nest egg. With Petros, you will significantly reduce the likelihood of lump-sum income taxes while distributing your assets as a legacy to your heirs. As a member of Ed Slott’s Elite IRA Advisor Group, we offer you services that are available only from a small handful of estate and retirement planners nationally. Ed Slott was named as “The Best” source for IRA advice by the Wall Street Journal, has authored numerous books and articles, and is quoted by all major news channels.
Our Complete Lineup Of Services Also Includes:
• Lifetime income planning
• Trusts, wills, POAs, and other credit-shelter solutions
Neither Petros Estate & Retirement Planning, LLC, Woman’s Worth, LLC nor any of their agents or representatives give tax, legal or investment advice. Consult a qualified advisor. Legal advice is provided by board-certified estate planning attorneys. The information here is a summary of our understanding of current tax laws as they relate to insurance products. This communication (including attachments) was not intended or written to be used to avoid any penalty imposed by a taxing authority, nor may the user/recipient of this communication use this written tax advice for that purpose. Please consult a qualified advisor for these matters.
