Our Services
Planning for a successful retirement often times includes services from many different professions. Here are some of the services I offer:
RETIREMENT INCOME PLANNING
SOCIAL SECURITY OPTIMIZATION
LEGACY PRESERVATION
TAX MINIMIZATION STRATEGIES
We'll Work With Your Team
I'm happy to work with other professionals to help make your retirement strategy an overall success. Estate planning attorneys, accountants, tax professionals, and more. I can work directly with your existing team, or help you find the right fit for your individual needs.
Kastamo Financial does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
