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A Financial Plan To Help You Retire Well.
You’ve Paid Taxes Your Whole Life. Retire Tax Free.
Our retirement planning services are built completely around your goals, concerns, requirements, and dreams. When we meet with clients one of the biggest hot buttons that always comes up is taxes. Building a tax free retirement is also an aspiration many clients have, and when considering the fact that 401ks, IRA’s, Annuities and even Social Security all create taxable income, it makes sense that many of our clients choose this as a goal.
There are many ways that building a tax free retirement income stream can benefit your overall tax picture and is a corner piece of our wealth management services.
Why Hire Palma Financial
Unique Strategies The Wealthy Use Are Available To You
Our approach to wealth management requires training and credentials at the highest level. This means that we are uniquely positioned to give you advice on every aspect of your finances when it comes to retirement planning services. The value that we provide in our recommendations and advice is unmatched.
How Will Palma Financial Services Help Me Retire?
Here are some of the areas in which we can help:
"I've had many different retirement plans over the years, many of which were decent, many of which were terrible. When I called Palma Financial, I figured it would be just another broker looking to push investments. I am pleased to say, Miguel proved me wrong. His meticulous planning and holistic approach to recommendations, and his strict adherence to ethical and fiduciary standards meant I was dealing with someone head and shoulders above the rest."