Our Services
Our combination of licenses, registrations, and special education qualify us to work with all types of investments. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments. We also offer our clients a variety of valuable services including:
ESTATE PLANNING
- Seek to reduce probate expenses, delays and publicity
- Aim to reduce or eliminate estate taxes
- Assure proper management of family assets
- Evaluate proper manner of holding title to property
- Prepare post-death planning and tax strategy
RETIREMENT INCOME PLANNING
- Prepare IRA rollovers
- Analyze and redesign portfolios
- Develop annual budgets for saving and investments
- Establish Eternal IRAs
- Help clients to retire with a comfortable standard of living
- We develop custom long-term income distribution and investment strategies
TAX PLANNING
- Help you to maximize use of tax deductions
- Aim to defer taxes
- Shift income between family members
- Strive to reduce taxes through appropriate investments
INVESTMENT ANALYSIS AND PLANNING
- Match investment vehicles with goals and needs
- Evaluate specific investments
- Consider and explain tax consequences
- Analyze risk/return trade-off
RISK MANAGEMENT
- Maintain family income in the event of disability or death
- Identify current and future risk exposure
- Evaluate current coverage cost-effectiveness
- Plan for long-term nursing care
OTHER SERVICES
- Implement insurance and investments with securities offered through LPL Financial, member FINRA/SIPC. Householder Group does not represent proprietary products or participate in the underwriting of public offerings.
- Coordinate wills, trusts, buy-sell agreements, and other estate planning documents provided through knowledgeable and experienced estate planning attorneys. Householder Group Estate & Retirement Specialists do not provide tax or legal advice.