Plan for a Yearly Review
We want to see you at LEAST once a year for a review.
Boggs Benton Wealth Advisors is committed to providing you with integrated financial services that take into account many of the major aspects of your financial life.
You may have heard that pension laws have undergone a significant transformation over the last decade. The Economic Growth and Tax Relief Reconciliation Act of 2001 and the Pension Protection Act of 2006 have greatly expanded the ability for Americans to increase the efficiency of their plans and maximize deductible tax-deferred retirement savings.
We would like to ask you one question: How certain are you that your current retirement plan arrangement is optimal for your business and personal financial circumstances?
If you are not utilizing the most efficient retirement plan for your specific situation, you may be experiencing unnecessary losses to taxes, which can delay your ability to reach your retirement goals. We would like to make sure that you are taking advantage of the retirement planning opportunities available to you.
Boggs Benton Wealth Advisors would like to provide you with an analysis that may be helpful toward achieving your personal or business goals. In order to do that, we would like an opportunity to ask you a few diagnostic questions and work with you to gather some information to prepare a comprehensive proposal. This will allow you to evaluate your current plan and make an educated decision on what to do next.