Financial Planning in Land O' Lakes, FL

Land O' Lakes mixes long-time residents on lakefront acreage with newcomers in Connerton and Bexley, and a noticeable number of small business owners: contractors, landscapers, dental and veterinary practices along State Road 54. For the owners, the planning conversation is about separating the household from the company and setting up a retirement plan that works for both. For the lakefront households, it is often about a property that has grown in value and how it passes. The advisor meets Land O' Lakes clients in person or by video.

Planning conversations common in Land O' Lakes

Planning topics for Land O' Lakes households

• Retirement planningA written plan for when you can stop working and what it takes to get there.
• 401(k) rolloversWhat to know about an old 401(k) after a job change, before anything moves.
• Investment managementOngoing management of a portfolio, with the fee and the approach disclosed up front.
• Retirement income planningTurning savings, Social Security and pensions into a monthly paycheck.
• Tax-aware planningPlanning that accounts for taxes over a lifetime, coordinated with your CPA.
• Estate and beneficiary planningMaking sure accounts and property go where you intend, alongside an attorney.
• College savings529 plans, Florida Prepaid and how education fits the rest of the plan.
• Business-owner planningRetirement plans, succession and personal finances for owners.
• Pre-retiree checkupA one-time review for people within five years of retiring.

Nearby areas

• Lutz
• Wesley Chapel