Individual Services
Pulakos & Alongi works with you to understand
your current financial situation, your dreams and your goals. From there,
we suggest services and strategies that can help you maximize your current
wealth while planning for your future.
- Tax Planning and Preparation
Are you taking advantage of all available tax deductions and planning
or investing with your future tax consequences in mind? At Pulakos & Alongi,
we use a detailed Tax Planner to get the answers we need to help
plan and calculate your taxes more effectively. We assist with everything
from federal and New Mexico returns to out-of-state returns as needed.
- Estate and Family Wealth Planning
Planning your estate is so easy to postpone. But, with current estate
tax rates beginning at 41% and reaching as high as 48% on estates
over $1 million, an unplanned estate could cost your heirs almost
half of what you worked hard to accumulate during your lifetime.
Using a step-by-step process, we help you develop an analysis of
your estate, determine your family needs and objectives, decide on
desired flow of possessions, review and analyze your options and
their potential tax consequences, and coordinate the implementation
of your estate plan with other professionals such as attorneys, insurance
agents, etc.
- Retirement Planning
Like estate planning, retirement planning is an easy thing to postpone.
The sooner you start, however, the sooner you can begin to see progress
toward the lifestyle you've always dreamed of. Working with your
current retirement plans and/or investments, we can help you determine
how much you need to have upon retiring to do the things you've always
dreamed of and achieve the lifestyle you deserve.
Contact us for
more information on any of these services for individuals.
|
|
