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A Holistic Approach To Retirement Planning

At Stefans Law Group PC, our attorneys, financial planners and other professionals offer skilled guidance for retirement issues such as:

  • Retirement accounts
  • Investments 
  • Real property 
  • Debts and liabilities 

Taking some time to plan now can provide you with peace of mind about your upcoming retirement and what lies beyond. You can rely on us to be by your side every step of the way as your plan for your retirement. Our firm is able to offer not only the retirement planning you need but also the wealth preservation strategies that can help you in the future, as well as provide for loved ones, through comprehensive estate planning.

Retirement Benefits To Consider

When planning for retirement, you need to take into account any and all assets, property and investments that you have. This can include:

  • Traditional IRAs and Roth IRAs
  • 401(k)s
  • Financial investment portfolios
  • Bank accounts and savings accounts
  • Employee benefits that will extend into retirement
  • Pensions and other payments
  • Bonuses and stock options received throughout the course of employment
  • Primary and vacation residences
  • Debts and liabilities that may need to be paid

Do Not Leave Your Retirement To Chance

It is possible to retire and not have done any advance planning. Many people handle retirement this way. However, we believe it is inadvisable to approach your future in this manner. You do not want to leave anything to chance, and neither do we. A full and detailed plan that minimizes your tax liabilities and maximizes your benefits is the safest, smartest choice that can give you peace of mind as you move forward.

We are here to help you understand your options for retirement planning. To learn more, schedule a free consultation at one of our three office locations on Long Island or our office in Woodbury. Call us at 516-692-2744 or send us an email.