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It’s a phase in life. We help you understand your retirement plans, options, pensions and other retirement savings. We help you prioritize and then we analyze multiple outcomes to create the most tax efficient strategy to meet your goals. Through our advanced planning process we analyze your current and future finances – assets, income, expenses, and help you get on track to where you need to be. The process will help us to determine the best use of your financial resources. We help you make your retirement plan decisions and help you to maximize your savings. https://images.squarespace-cdn.com/content/v1/5b266ccd31d4dfa57d56ba35/1553626567117-UHXF5NHOD6EU0LEBKVE6/tax-planner-nyc.jpg Financial Planning - Tax Planning Your tax return is your financial x-ray; it provides insight into your financial life. We review two years of tax returns to help us recommend tax efficient strategies going forward. We work with you and your accountants and help you to prepare your tax documents. We evaluate the tax impact of financial life decisions such as asset sales, gifts and transfers. We then recommend resourceful strategies which consider both current and future tax implications. https://images.squarespace-cdn.com/content/v1/5b266ccd31d4dfa57d56ba35/1553626761726-8BF0SVRLO86946JIGD2I/financial-planner-nyc.jpg Financial Planning https://www.safranwealthadvisors.com/form-adv daily 0.75 2019-03-26 https://images.squarespace-cdn.com/content/v1/5b266ccd31d4dfa57d56ba35/1553625271970-M566GG931ODU0KC3NMBJ/adv-form-financial-advisors-nyc.jpg Form ADV