Tax-Focused Retirement Planning and Portfolio Management For Your Next Chapter
Are you over 50, have at least one million dollars in retirement savings, and ask yourself:
How will I generate enough income to support my lifestyle in retirement without taking on too much risk?
How do I minimize taxes on retirement fund withdrawals?
How much market volatility can my investments withstand?
How will healthcare costs and the potential need for long-term care impact my retirement savings?
We are here to help you:
Protect and grow your retirement savings
Maximize your social security benefits
Reduce your tax liability
Manage risk on a cost efficient investment portfolio
Michael Gross, CPA, CFP®, MS Tax
Seasoned CPA and Certified Financial Planner™ prioritizing income tax planning to help clients create tax-efficient retirement income.
As an experienced CPA tax professional and a Certified Financial Planner™, I am passionate about getting people financially ready for retirement using creative income tax saving strategies.
Why work with me?
I specialize in working with people over 50
I will keep you fully informed about your money
You can enjoy what’s important in your life
You can expect:
Our Fiduciary duty to act in your best interest
Easy to understand advisory fee structure
Continuous plan monitoring and communication
We will not:
Place our own interests ahead of yours
Charge commissions or hidden fees
“Set it and forget it”
Plan now so you can focus on what matters most.
Schedule a call for a free assessment
Decide if we are a good fit
Let’s get started: Hire me and you do what you love
