Foxman Asset Advisors will meet for a 15-minute consultation to independently review and analyze your existing portfolio or engage in a longer, more comprehensive retirement planning and portfolio management session. We assist clients to:
- Consolidate existing retirement accounts
- Start a monthly contribution plan
- Open retirement accounts for self-employed individuals
- Solve tax-related puzzles
- Help transition retirement accounts to heirs
Our asset advisors work with CPAs and tax attorneys to plan and set up the most suitable retirement accounts including IRA, Roth IRA, SEP, Simple IRA, Solo 401K, and defined benefit plans.
Multiple other strategies are being utilized as part of our meticulous planning for entrepreneurs to help them build their retirement portfolios while maximizing their tax benefits.