facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Comprehensive Retirement Planning

with a Tax Efficient & Fiduciary Focus

Top Problems We Help Clients Solve

Learn More

             



Learn more about how you can best secure  your money during your retirement.



Are You Paying Too Much in Taxes in Retirement?

This brochure talks about the potential impact taxes could have, as well as how you can best position your assets to lower your tax footprint.



No matter whether you are retiring soon or already enjoying your retirement years, having a
written comprehensive retirement plan that focuses on income, investments, tax planning and
more can give you the peace of mind to know that your retirement will be the best it can be.

Our personalized, comprehensive tax-focused retirement planning strives to: 

  • Help you have an income stream you won't outlive 
  • Reduce income taxes to leave more money to maintain your lifestyle 
  • Help protect your assets for you and your loved ones
  • Provide a plan for the 'what ifs' in life 
  • Help you live the life you deserve free of financial worry


What Should I Do With My Old 401(k) or Employer Plan?

Free Shred Event

You and your friends can have your confidential documents destroyed securely in an on-site shred truck. And, the best part? It’s completely free! 

MORE INFORMATION

Take 5 minutes and receive a FREE Report providing you with guidance, direction, and a renewed sense of confidence about your financial future.

5 Minute Retirement Quiz

Take 5 minutes and receive a FREE Report providing you with guidance, direction, and a renewed sense of confidence about your financial future.

TAKE THE QUIZ

Schedule your 15 minute phone strategy session to speak to a financial advisor Are you preparing for retirement?

Or are you looking for financial planning after retirement? Schedule your 20 minute phone visit to speak to a financial advisor.

SCHEDULE NOW


Freedom 93.7 - iHeart Media

630 KHOW - iHeart Media

Kiplinger

MarketWatch

Yahoo! Finance

 


Get started now with a fiduciary

As a CPA, Comprehensive Retirement Planner
and Certified Estate Planner, Linda Gardner
and her team will help you design a
more financially secure retirement!


TODAY is the day to take the first step.
TODAY is the day to ensure your future.
TODAY is the day to start creating your comprehensive retirement plan! 

After all, it is
Your Money and Your Retirement!

Schedule your 15 minute phone strategy session with Linda Gardner




National Ethics Association 


National Institute of Certified Estate Planners

Master Elite Advisor with Ed Slott