Individual services
Personal financial planning
A comprehensive, full-service plan unique to you, built to grow your wealth and protect its longevity. Here’s how it goes:
Save
Analyze your assets and income and review shortcomings, lowering risk so you save enough for a comfortable retirement.
Pay
Shelter, education and transportation have to be paid for. Together you'll make sure you can cover them.
Protect
Life is unpredictable. Plan so you're protected through an accident or a major change in circumstances.
Achieve
Through investments, returns and personalized planning, grow your wealth, live well and leave a legacy for your heirs.
Ready to take charge of your wealth? Call (813) 782-9491
Retirement planning
It’s never too early. Whether you’re ready to retire or just starting your career, Nils takes the steps that make retirement stress-free.
- Long-term security for you and your family
- Tax-free contributions
- Choice of plans: 401(k), SIMPLE plans, IRAs, Keogh plans and more
- Step 1
Evaluate
Liabilities, assets and your Social Security account; the value of your estate and valuables; when to start Social Security benefits.
- Step 2
Determine
Which plan serves your family best, and whether you or your business qualify for credits for IRA contributions.
- Step 3
Calculate
A budget to reach your goals, and the best way to withdraw: lump sum or installments over time.
- Step 4
Develop
A comprehensive plan that adapts as life changes, so your family lives comfortably through the golden years.
Estate planning
Without an expert, estate planning can cost too much money and time. It’s a confusing, sometimes uncomfortable matter nobody should face alone. As a team:
- Step 1
Define
Evaluate your circumstances and clearly define goals that work for you and those closest to you.
- Step 2
Organize
Form a team of experts in law, finance and taxes, then prepare and review every document, amended as needed.
- Step 3
Decrease
Cut probate issues and costs, minimize taxes at death, and arrange fair liquidation for taxes or unexpected expenses.
- Step 4
Transfer
Your estate and its assets go to the rightful heirs, in whatever way you'd like.
You can consult Nils about
- Living wills & trusts
- Lifetime family wealth transfers
- Family partnerships & other business relationships
- Leaving money to charities
- Estate and trust tax issues
Elder care
As we get older, everyday tasks like paying bills and balancing a checkbook can become a real challenge. Nils lends a knowledgeable and compassionate hand.
Assisting
Money received, documented and deposited; household bills reviewed and paid; checkbooks balanced; a budget and record kept.
Preparing
Planning retirement account distributions, protecting against disrupters, organizing important documents and asset inventories, and filing taxes.
Identifying
Specific needs and goals, including help arranging care or transportation.
Monitoring
Expenses, cash flow and investments, so concerns are fixed before they become problems.