Our Services
At Nevada Retirement Planners, we offer a broad array of financial planning services that are custom tailored to help meet your financial goals.
Active Investment Management [1]
- Determine your short/long term financial goals and objectives
- Review your current financial picture to determine if it is alignment with your goals and objectives
- Gather and evaluate a multi-factor risk tolerance analysis
- Research and design a personalized portfolio developed specifically for you
- Actively monitor and manage your investments through a strict screening process
- Frequently meet with you to review and evaluate your investment performance, update your financial objectives, and reallocate your portfolio
Social Security Income Planning
- Determine your Social Security eligibility
- Determine the optimal time to start receiving your individual Social Security benefit
- Utilize “advanced planning strategies” to maximize Social Security income for you and your spouse
- Weigh the benefits/drawbacks of drawing on other assets to delay collecting your Social Security benefit(s)
- Review the impact of working while collecting your Social Security benefit(s)
- Minimize taxes on your Social Security income
- Assure maximum Social Security survivor benefits
- Coordinate your Social Security income with the rest of your retirement plan
Retirement Income Planning
- Analyze your income needs – now and for the future
- Recommend appropriate distribution strategies for your employer retirement plans and IRAs
- Continually develop additional strategies to help you maintain a comfortable standard of living
Estate Planning
- Analyze your current estate plan and review your concerns
- Provide assistance in transferring assets to your living trust
- Review your beneficiary designations and asset titling
- Assist with the appropriate and necessary steps in the event of the death of a loved on
In addition to these services, we are also able to assist in any of the following
- Budgeting and cash flow planning for today, in retirement, or both
- Risk assessment
- Wealth transfer planning
- Education saving/financing
- Gifting strategies
- Review/analysis of current life insurance policies [2]
- Review of long-term care needs [2]
- Insurance needs assessment and assistance purchasing [2]
- Business succession planning
- Consulting on other unique projects
- [1] Fee-based investment advisory services are offered through Nevada Retirement Planners, LLC – an SEC registered investment advisory firm
- [2] Insurance products and services are offered through Nevada Senior Advisors, LLC – an independent insurance brokerage firm
