A common fear amongst baby boomers is running out of money. Life expectancy continues to increase, adding more years in retirement and healthcare costs continue to rise putting many at risk of outliving their assets. Our team of financial advisors help our clients sustain the lifestyle you deserve and meet your financial goals.
Planning to reduce taxes is an essential piece of your overall financial plan, but tax laws can be complex. Each year millions of people overpay in taxes without even knowing it. Our fee-only financial planners pay critical attention to income taxes, capital gains taxes and more during every step of your financial planning process.
Do more than expect the unexpected. Plan for it. At Pure Financial, we want to help our clients build a secure retirement by reducing risks and anticipating all possible future scenarios. Our financial planning program can help build a safety net around your retirement plan for long-term care in cases of unfortunate events.
64% of Americans don’t have an estate plan. * Individuals put off estate planning because they think they don’t have enough assets. Your estate is comprised of everything you own. No matter how large or modest, everyone has an estate that should be protected. Establishing a properly designed and executed estate plan can ensure that your investments and desires are…