Retirement Planning Services

We understand that there should be no compromise when it comes to your financial future. That’s why we serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that is the only one you’ll ever need.

No matter what stage of life you’re in, we can help you pursue independence, freedom, and the things that matter most to you. Your journey begins now. Let us help get you on your way with retirement planning services

Before Retirement

We set you up with Individual Retirement Accounts to build your retirement and create a custom schedule for your retirement account contributions. We also help with tax planning, finding all of the tax benefits you can utilize when you make regular contributions to your retirement savings account.

During Retirement

We continue to manage your investments to help grow your retirement income. We help optimize your social security benefits and work with your CPA to assist with tax planning to help you utilize all of the potential deductions in retirement.

Post Retirement

No matter how old you are, it’s important to think about what happens to your assets when you are gone. The sooner you start planning, the better you can protect your family’s future. With estate and legacy planning, we craft a custom plan for passing down your wealth and resources to the next generation.

Why Choose Us?

At Saxon Financial Group, we work with our clients on a case-by-case basis, creating custom solutions for each one. We don’t rely on one-size-fits-all plans. Our mission is to ensure that you reach your financial goals, which is why we prioritize a great working relationship. As you approach retirement, we honor all of your hard work over the years and respect your wishes. When you work with us, you can rest assured that your future is in good hands.

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