Our team continues to grow, and with this growth comes the capacity to help more people on their financial journey. We don’t toot our horn very often and we’re not great at asking for referrals; we’d rather let our work do the talking for us. But we do want you to know that we are accepting new clients, and we want you to know with whom we do our best work and for whom we add the most value. (If you need a hint, you can look in the mirror!)
Although our client base is diverse in age, profession, and geography, we have found over the years that most of our clients have engaged our services in midst of a “Money in Motion” event. So, we have reformatted our website recently to better explain these types of events and how we help clients in each category. The four Money in Motion events in which we specialize are as follows:
• Retirement – For most people, the transition from full-time work to what’s next is full of financial decisions. How to recreate an income stream, when to tap Social Security, how to choose a Medicare supplement plan, and what to determine as the appropriate level of investment risk are all considerations. Many people seek out professional advice on these and other financial matters, and that’s where we come in. Our team of 14 brings a wide range of skillsets to the table. We will evaluate your various retirement accounts, present all your options, and make a recommendation that is in your best interests.
• Business Sale – With the tax laws likely set to change in the coming months, many business owners are accelerating the sale of their business this year. Our team is well-versed in business sales, options exercises, restricted stock, and the handling of large sums of money. This type of liquidity event often spawns charitable endeavors, like the establishment of a foundation or donor-advised fund, and further estate planning. By collaborating with a client’s accountant and/or estate planning attorney, we can add synergies to their financial life.
• Inheritance – Recent tax law changes (and proposed changes) impact clients who are inheriting assets. From Inherited IRAs and 401(k)s to a step-up in cost basis, P&A has you covered. Creating a sustainable investment plan and establishing a financial plan can help show you what’s possible. Understanding the “why” behind our recommendations often leads to clarity and confidence.
• Seeking a New Advisor – A number of our clients were looking to change advisors or hire their first one when they landed at P&A. Unlike many advisory firms, our Lead Advisor-Service Advisor structure allows us to cover a lot of territory, whether related to investment management, financial planning, or our complimentary services. Our defined quarterly review process ensures your accounts receive the attention they deserve. Regular, proactive communication with you gives us the opportunity to see what’s new in your life and add value.
Each of these events have unique planning issues, but they are familiar to our team. If you value the services we provide to you, and you know someone going through a money in motion event that might benefit from our help, don’t hesitate to provide your Lead Advisor’s contact info to them. We want to help.
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Pittenger & Anderson, Inc. does not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. Additionally, the information presented here is not intended to be a recommendation to buy or sell any specific security. To learn more about our firm and investment approach, check out our Form ADV.
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