208.475.1414
WHAT WE OFFER
At Premier Alliance Retirement Solutions, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.
The Premier Alliance Retirement Map
We offer services in these five areas:
Income
Planning
Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life. This typically includes:
Investment Planning
Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw from month to month. This typically includes:
Tax-Efficient Strategies
Any comprehensive Retirement Plan will include a strategy for decreasing tax liabilities. This typically includes:
Health Care Planning
We will create a plan to help you address rising health care costs with a minimum of expense, including:
Legacy
Planning
It is important to ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner. By working collaboratively with a qualified Estate Planning Attorney, our goal will be to help you:
- Social Security Optimization
- Income & Expense Analysis
- Inflation Plan
- Spousal Plan
- Longevity Strategies
- Assessing your Risk Tolerance
- Adjusting your portfolio to help reduce fees
- Volatility Control
- Evaluate ways to help reduce risk while still working toward your goals
- Comprehensive Institutional Money Management
- Assessing the taxable nature of your current holdings
- Possible IRA planning
- Strategizing ways to include tax-deferred or tax-free money in your plan
- Strategizing which tax category to draw income from first to potentially reduce tax burden
- Discussing ways to leverage your qualified money to leave tax-free dollars to your beneficiaries
- Looking at all aspects of Medicare, Parts A, B and D
- Analyzing options for a Long-Term Care Plan
- Optimize your estate and income tax planning opportunities
- Help protect any assets in trust and help ensure they are distributed to your beneficiaries probate free
- Help prevent your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Services
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.Â
Any and all other services referenced are an outside business activity not offered through or supervised by AE Wealth Management. Investment advisory services provided by AEWM. Premiers Alliance Financial Companies DBA Premier Alliance Retirement Solutions, AEWM [and any other entities] are all separate and not affiliated entities.
Ready to take
The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.