PLANNING TO HELP YOU MEET THE CHALLENGE.
The best retirement planners create lasting relationships. We stand by you as your financial steward during the length of your retirement, helping you to review and adjust your financial plan or financial strategy as needed. They will also advise you on ways to manage market risk, and reveal ways to help defer and reduce income taxes, capital gains and estate taxes.
HELPFUL RESOURCES FOR AN EASIER RETIREMENT.
Quite often, there are business and legal matters that need to be addressed with retirement. It is a matter of finding the right resources. Phillip, Tony and the CSRP Team can help you locate them. We have relationships with legal and accounting specialists relevant to the issues you may be facing.
In fact, many pre-retirees and new retirees come to them as result of a referral as we believe CPAs, attorneys and other professionals know we will advise their clients courteously and compassionately. We live by the Golden Rule and center our lives and business in the Word. This is why our clients become a friend.