Financial Planning in Westchase

Westchase was built in the 1990s and many of its first owners are now in their late fifties and sixties, with the mortgage nearly gone, children through college and retirement in view. That makes it one of the most common places for a pre-retiree checkup: testing a retirement date, deciding when to claim Social Security and planning health coverage before Medicare. A second wave of younger families is starting plans of their own. The advisor meets Westchase clients in person or by video.

Planning conversations common in Westchase

Planning topics for Westchase 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

• Carrollwood
• Westshore
• Lutz