Income Planning Services

Planning for retirement extends beyond amassing wealth; it involves time-tested strategies for preserving and transferring it to loved ones or charities of your choice. At Security First Asset Management, we support you through this process, taking into account necessary considerations, including potential taxes and estate responsibilities. If you own a business, we help navigate the complexities of succession and transition planning. We offer surviving spouse analysis and asset strategies for divorcees. To help protect your estate from excessive taxation, we guide you through estate tax mitigation strategies. If trusts are a part of your plan, we provide guidance for effective management to maximize their benefits. Let’s work together to secure your financial legacy.

*Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.