Financial and Retirement Planning

 

People are living longer than ever these days so there's good reason to develop a retirement planning strategy that will protect your assets for the golden years.

 

Unlike financial advisers or financial planners, we do not sell insurance, investments, or other financial products. Mr. McNair will help you on a flat-fee basis, which leaves him free to offer you practical and objective advice with only your best interest in mind. No financial products, no hidden charges, no accumulating fees. His focus is always to help you improve your finances.

 

As your 'financial coach”, he is dedicated to helping you develop a realistic financial plan specific to your needs, and helping you reach your goals. Together, we will define the areas that need work, organize your finances, as you learn to develop and implement a plan to improve your finances.

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Creating Financial Freedom!

 

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

 

We help you...

 

  • Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

  • Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

 

  • Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.

 

  • Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

 

  • Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

McNair and Associates, P.A. CPA's
1250 S. U.S. Highway 17-92, # 250
Longwood, Florida 32750

 

Telephone: (407) 830-5717
Facsimile: (407) 830-1601

 

 

Providing Professional Tax

and Accounting Services For Over 30 Years

Members Florida Institute of Certified Public Accountants

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