Partners for Planning, LLC
Specializing in unbiased, high-quality retirement, financial and tax planning for near-retirees and retirees that challenges mass-market advice. Increasingly, people seek a change in their lifestyle or second act, that is, a more gradual transition from full time work to a reduced schedule or an entirely different career before fully retiring. Changing your lifestyle to afford a balance between work, interests and leisure along with longer lives requires informed decisions. We help you manage your finances, investments and tax liabilities to navigate these different phases of retirement for those 50 years old and over.
Services and projects are specialized for each client and retainer and fixed fee engagements are provided instead of an Asset Under Management structure. Contact Martha Ferrari, Principal, to discuss your key concerns and goals and an estimate for services that meet your needs.