Another important step in retirement planning is establishing your current tax liability and what that will look like in the future in order to develop a strategy to help minimize how much you will pay in retirement. Tax planning can have a significant impact on the funds you are able to transfer to your legacy. Hamel Advisory can help ensure your retirement plan is customized to incorporate tax-favored products that can maximize your wealth for you and your heirs.
Collaborating with your tax professional of choice or local CPA firms that we partner with, we can provide tax reduction strategies. Proactive tax planning provides our clients the opportunity to minimize tax burdens and build a cornerstone of tax reduction strategies, potentially resulting in years of tax savings.
Tax planning services
Roth conversion analysis
Year-end tax filing services
1040 tax optimization reports
Personalized tax reduction reports
It is our goal to implement a well-planned financial strategy to minimize year-to-year tax liabilities and offer the opportunity for you to continue your lifestyle during retirement.
Joseph Hamel does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional, we will partner with local CPA firms to provide tax services.
Talk to Joe about financial planning and receive a complimentary chapter of his book, “The Retirement Playbook.” Fill out the form or give us a call at 216.642.8203.
Hamel Advisory Services, LLC
6650 Pearl Road
Parma Heights, OH 44130
Hamel Advisory Services, LLC is a licensed insurance agency. Joe Hamel provides insurance services to clients through Hamel Advisory Services, LLC, which is separate from Mr. Hamel’s roles as an investment advisor representative of Portfolio Medics. Investment advisory services are offered through Portfolio Medics. Hamel Advisory Services, LLC, Portfolio Medics, Gradient Positioning Systems (GPS) and Generational Vault are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial/investment advice, nor is it a substitute for financial/investment advice. Nothing in this message should be construed as investment advice. Hamel Advisory Services, LLC, Joe Hamel and Portfolio Medics are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.