Personalized wealth preservation strategies for your retirement
Our Approach to Wealth Preservation Strategies
Please see the link to our Preferred Client List, which provides you access to several Hackney & Associates clients who started out in your position and remain dedicated clients to this day. Because of our valued relationship with our clients, these individuals have offered to welcome phone calls from you to answer any questions you may have about Mr. Hackney so you feel comfortable about meeting with him. You will also find on this page a summary of how we help our clients. Please review this summary, as it is an outline of what we do here at Hackney & Associates and the services we provide to assist you with your wealth preservation strategies and distribution needs. All too often, one important piece of the retirement planning puzzle is forgotten or overlooked, and this could result in something as drastic as a child or grandchild being disinherited upon your death or unnecessary tax losses of up to 37%.
Asset Protection
Through a series of questions, we can help you determine what percentage of your life savings needs to be placed out of harms way and into "Guarenteed or Insured" alternatives.
Taxation of Social Security Benefits
Reallocation of assets to reduce unnecessary taxation and optimize your long-term benefit strategy.
Long Term Care Planning
We design plans that meet your specific needs and budget to protect against one of the biggest threats facing seniors today.
Below are the steps that Hackney & Associates take to ensure that you are taken care of.
Multi-Generational Planning
Demonstrate how the use of this strategy can prevent unnecessary tax loss at death of IRA's, 401k plans, TSA's and other "Tax Qualified Accounts".
Income Planning
One of the biggest fears today is having more life than money. Our firm will assist you in designing "Tax Advantaged" income strategies.
Wills, Trusts and Estate Planning
We have professional relationships with local attorneys and CPAs who offer complimentary consultations for our clients.
Life Insurance Analysis
Due to recent changes in mortality rates, the cost of life insurance has recently declined. We will review your current coverage to insure your premiums are giving you the maximum amount of protection.
Beneficiary Review
Many people are unaware that beneficiary designations override Wills and Trusts. We review all plans to ensure they coincide with your current wishes.
Service Areas
Asset Protection
We implement sophisticated legal and financial strategies to shield your wealth from creditors and ensure your legacy remains intact for future generations.
Taxation of Social Security
Our experts analyze the complex tax implications of Social Security benefits to ensure you receive the maximum possible income while minimizing your tax burden.
Multi-Generational Planning
We design comprehensive estate plans that facilitate the smooth transfer of wealth across generations, protecting your family's future and preserving your legacy.
Long-Term Care Planning
We provide strategic guidance on long-term care options, including nursing home insurance and Medicaid planning, to ensure your health and financial security.
DISCLOSURES & DISCLAIMERS
Investment advisory services provided by Hackney & Associates are not a tax or legal service. The information provided herein is for general informational purposes only and does not constitute professional tax, legal, or financial advice. We recommend that you consult with a qualified tax advisor or attorney regarding your specific circumstances. Past performance is not a guarantee of future results. All investments involve risk, including the possible loss of principal. We do not guarantee the accuracy or completeness of any information provided.