B.E.S.T. Solutions
Social Security Fundamentals
Knowing your Social Security Benefits is like a puzzle waiting to be solved! Making the best choices for your circumstances can make a significant difference in the amount of cumulative lifetime benefits you receive. A meeting with us can help you determine when to file for your social security benefits as well as clarification on spousal benefits and how to claim them. Set up an appointment today so you can make the best decision for your situation.
Estate Preparation
For many of us, the word "estate" conjures images of great wealth; we may mistakenly believe that the word belongs only to those with an abundance of wealth to be passed on to their heirs. But any adult who owns assets - young or old, married or unmarried, at any income - is the keeper of an estate. Let us educate you so that when the time comes, your loved ones are protected from having to make hard decisions about your health or property.
Work with your us to gather your estate infomation. Once reviewed by an attorney, documents will be created to be notarized. We have trusted estate planning attorneys should you need a referral.
Tax Planning
There is so much more to tax planning and preparation than knowing your current tax bracket! We will review your current tax situation to help determine the best ways for you to minimize capital gains and provide tax mitigation strategies. Schedule a meeting and find out the best possible strategies to reduce your overall tax liability.
Supplemental Healthcare Insurance
With our voluntary benefits, you can rest assured that you will have the financial protection and personal service you need during life's most challenging moments. Through a partnership agreement with Colonial Life we offer: Disabiity Insurance; Accident Insurance; Critical Illness Insurance; Cancer Insurance; and Dental Insurance.
Business Consultation/Valuation
A business valuation gives you an idea of how much your company is worth. 98% of business owners have no idea the value of their company. Why wait to find out what your business is worth just before you sell? Our system compares your business statistics to other businesses in various areas, saving you time and money while allowing you to plan for the future of your buiness and your life.