Services & Strategies
Services & Strategies
RETIREMENT PLANNING & INCOME STRATEGIES
Every client’s idea of retirement is different. Together we analyze your resources, review your goals, and develop an action-plan that is customized and realistic. At its heart, our process is designed to give you the peace of mind that your finances and retirement are on track.
CHARITABLE GIFTING STRATEGIES
We utilize strategies to maximize the benefits of your charitable gifts. Using the right strategy at the right time can help decrease your tax liability as well as benefit those organizations most important to you. Strategies we utilize include Donor Advised Funds, gifting appreciated assets and employee stock, and qualified charitable distributions.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@criterionadv.com | (615) 292-6889