Purtzki + Associates

Retirement and Estate Planning

Retirement Planning

The decisions you make now in planning for retirement will have a major impact on your future lifestyle. We are there every step of the way. Over the past 25 years, we have guided many of our clients through business inception, growth phase, sale and transition into a well deserved retirement.
  • Our retirement planning services include:
  • Selecting the Appropriate Retirement Vehicle
  • Preparing a Comprehensive Retirement Plan
  • Structuring a Savings Plan in a Tax-Effective Manner
  • Monitoring the Progress of Achieving Your Retirement Objectives

It is never too late to plan for your retirement. Contact us to find out how you can start today.

Estate Planning

Estate planning requires you to make difficult decisions. We will assist you in preserving as much of your estate as possible, taking full advantage of the tax laws regarding asset transfers to the next generation. We will work closely with you to create a plan that allows you to accumulate, conserve, and enjoy your assets during your lifetime.

Our estate planning services include:

  • Identifying Family Objectives to Preserve Your Assets
  • Developing Strategies to Reduce Taxes upon Death
  • Reviewing and Updating Current Wills
  • Evaluating Your Life Insurance Needs
  • Planning for Liquidity of the Estate
  • Ensuring Proper Implementation of your Estate Plan
  • Filing Estate Tax Returns
  • Assisting With Estate Administration
Back to Top