Managing assets and cash flow, along with current and future expenses
Employing strategies for risk protection—including safeguarding your earning potential
Strategizing on best-case positioning for your portfolio and income sources
Funding your family’s future as well as your philanthropic aspirations
Ensuring all your financial promises and responsibilities are sustainable
Updating as circumstances change; planning is dynamic and collaborative
There’s more to a well-lived life than money and resources. HH’s LifePhase Investing® is about building portfolios that will help you reach your goals for every stage of the journey, while addressing concerns about increasing longevity.
Learn about LifePhase Investing®
Specialized retirement plans can allow for pre-tax contributions resulting in significant tax reductions.
Tax-focused planning for executive benefits like 401ks, Profit Sharing, and Deferred Compensation plans can decrease earned income—and maximize tax savings.
Integrating tax considerations into all aspects of financial planning—including making charitable contributions and Quarterly Estimated Taxes—will help optimize outcomes.
Strategic choices in taking distributions from retirement plans vs. taxable accounts can help minimize tax hits—and potentially reduce Medicare premiums.
