Financial Planning

Financial planning is the most critical service offered by us to help individuals, families, and businesses achieve their financial goals, make informed decisions, and secure their financial future. Here's an overview of the financial planning services that are provided by MyAtlantic CPA:

Retirement Planning

Assisting clients in creating a comprehensive retirement strategy that includes estimating retirement needs, optimizing retirement account contributions, and determining withdrawal strategies to ensure a comfortable retirement

College Education/Funding Plans

Developing strategies to save and invest for higher education expenses, including 529 college savings plans, Coverdell Education Savings Accounts, and other education-specific investment options.

Employee Retirement Plans

Advising businesses on establishing and managing employee retirement plans and pension plans, to provide attractive benefits for employees.

Insurance Plans

a. Life and Health: Evaluating life and health insurance needs to provide financial protection for loved ones and manage medical expenses. b. Long-Term Care: Advising on long-term care insurance or alternative strategies to cover potential costs of extended care services.

Annuities

Providing information and guidance on annuity options, which can offer guaranteed income streams during retirement.

Wills/Trust

Assisting clients in creating wills and trusts to outline the distribution of assets and provide for loved ones according to their wishes.

Estate Planning

Developing strategies to minimize estate taxes and ensure a smooth transfer of assets to heirs or beneficiaries, often involving trusts and other legal structures.