The Retirement Solution

We are proud to partner with The Retirement Solution, a retirement firm that brings the same kind of dedication to their client’s welfare as we do to our clients.


The Retirement Solution focuses on helping retirees and those preparing for retirement, have the income they want and need for the rest of their lives. By identifying client’s biggest financial concerns, they help create a clear, written plan giving clients the confidence that they can live the life they’ve always dreamed.


In partnering with WMA, they provide estate planning, tax reduction efficiency (actual CPA and accountants preparing returns), and asset protection strategies. This joint effort sets a strong foundation for a long-lasting client relationship.

Disclosure:
Content posted by third party WMA is attributable to the adviser as the information regarding the adviser was provided to the third party for advertising purposes. The adviser has no reason to believe that the information was changed or edited to create a favorable or unfavorable account of the information provided.

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Tax Return

Preparation

Personal Tax Return Preparation Starting at $300!

​INCLUDES:

  • (1) 1040 Personal Tax Return Preparation (includes Schedule A, Schedule B, and One State Filing)

Additional tax and accounting services available, contact our office to request an estimate.

Asset Protection & Estate Planning Package

​INCLUDES:

  • (1) 1040 Personal Tax Return Preparation (includes Schedule A, Schedule B, and One State Filing)

  • Family LLC Setup & Annual Maintenance

    • 1065 Tax Return Preparation​

    • K-1 Forms

    • Funding FLLC

    • Limited Bookkeeping for FLLC

    • Medicaid Spend Down

    • IRA Rescue

    • Survivor Assistance

    • Asset Protection

  • Estate Planning Document Preparation

Additional services available, contact our office to request an estimate.
 

This package is available at no extra cost to TRS Concierge Clients, please contact your TRS planner for more information

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Wealth Management Accounting