As most families or individuals accumulate assets and wealth, they do so in “pieces”. This process typically results in a fragmented financial plan. Over time, you have many professionals doing different things with your “pieces”. As such, these individuals may move on to other careers or pursuits and are replaced with other professionals who you don’t really know and that are not fully in-tune with your specific circumstances. But more importantly, these individuals are only interested in their specific “piece” and see their piece with tunnel vision … only interested in their specific area of expertise.
As a result, you end up with disjointed “pieces” that do not fit together. At Relief Tax & Retirement Advisors, we look at all your financial “pieces” and show you how they work together to create a solid financial strategy and retirement plan. More importantly, we show you how these pieces can be protected and optimized by working in concert with each other to achieve financial independence.