Planning for retirement can be a complicated, intricate process. With so many important decisions to make and so many options available for meeting your needs, it’s important that you have a resource you can count on to guide you step by step along the way.
At Burrows Financial , we analyze your unique financial situation before developing strategies that can lead you to the retirement you’ve spent a lifetime working to build. Because we’re not tied to one particular company or product, we offer an array of solutions for addressing your financial concerns and achieving the goals you’ve set for yourself and your family. We are committed to sharing our expertise and educating you on how to reach your retirement goals.
Tax-Efficient Solutions
April 15 can be a dreaded day, or a celebrated one. Burrows Financial understands the importance of making sure you take advantage of all the tax deductions and exemptions available to you, as well as understand the commonly overlooked tax reduction strategies for retirement. We are up-to-date on the latest tax planning and potential reduction strategies for retirees. We can assist with IRA or other retirement account roll-overs and transfers, ensuring you don’t pay any unnecessary taxes, penalties and fees. We can also work with you to understand your Required Minimum Distributions (RMDs) and how to take them so your income in retirement is maximized.
Investment Planning
Planning for retirement can be a complicated, intricate process. With so many important decisions to make and so many options available for meeting your needs, it’s important that you have a resource you can count on to guide you step by step along the way.
At Burrows Financial, we take the time to analyze your unique financial situation and understand your risk tolerance before developing strategies that can lead you to the retirement you’ve spent a lifetime working to build. Because we’re not tied to one particular company or product, we offer an array of solutions for addressing your financial concerns and achieving the goals you’ve set for yourself and your family. We are committed to sharing our financial expertise and educating you on the products in your portfolio, how they work and why they are a fit for your needs. Whether you’re in the initial stages of planning or are already retired, Burrows Financial can help you make your retirement funds last. We have the knowledge and experience you can rely on to feel prepared and protected. We will always keep your best interests at heart and put you in control of your financial destiny.