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About Us |
Tax Services |
Financial Services |
Additional Services
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Contact Us |
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www.powertaxconsultants.com |
585
Stewart Avenue, Suite 301, Garden City, NY 11530 |
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Financial Services
Financial Services
1. Retirement Planning:
We can provide a guaranteed
stream of income over two lives using your existing retirement assets. These
assets can be qualified such as IRAs, 401ks, 457 plans, 403b, and/or pension
plans with lump sum withdrawal options. They can also be non-qualified assets
such as savings and/or CDs that may be coming due. Streams of income using our
products still provide the ability to access the principal. Along with
guaranteed retirement streams of income, we can also help invest for shorter
term needs where liquidity of the funds is a concern. There is a diverse array
of platforms available with highly diversified investment choices.
2. Life Insurance Planning:
We have life insurance
coverages that vary from short term to a death benefit that lasts a lifetime.
Short term coverages could protect your mortgage and/or other debts during the
times of those financial obligations. We even have options where you get all
your money back tax free on your term policy should you outlive it. Permanent
coverages can provide significantly more value, albeit at a higher cost than
term coverages. However, permanent policies can be designed with flexible
premium payments, the ability to build cash value that is accessible during the
insured's lifetime, leave a death benefit to your beneficiary no matter when you
pass, among other valuable benefits.
3. Long Term Care Planning:
During those years when
extended care is needed, there are coverages that will help maintain the dignity
that is required during those difficult years. Long term care policies can help
you remain in your own home and pay for expenses once an extended care situation
is present and a policy is already in place. Besides helping in home services,
long term care coverages can provide for funding in an assisted care facility,
adult day care center, nursing homes, among other care centers. Cash for
informal services is available as well.
4. Auto and Homeowners
Insurance:
Saving some money on your auto and home insurance is
one of our biggest priorities. If we can free up some cash flow and save you
money, it can help make the proper decisions on other types of coverages or
investment planning without breaking the existing budget. There are many
discounts available.
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