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We are here to help with anything you need.

 

Call us at
(909) 748-0033
or Toll-Free at
(877) 845-1009

Download Our

All for One®

Multi-Benefits

Combination Plan

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Estate Planning

Estate Planning

Estate planning requires the assistance of experienced financial professionals.

Every adult living in the greater Redlands area should have a plan for their estate. Regardless of your age, occupation, or financial standing, you need estate planning assistance to protect your plans for the future.

Why is Estate Planning so Important?

Estate planning can ensure your desires will be respected and carried out after you pass away. This is the perfect way to take care of your loved ones when you are no longer around to provide support. Legacy planning is comprised of several different processes. This does everything from protecting your assets to transferring your wealth as you intend.

In-depth legacy planning must be carried out well ahead of your passing to ensure your assets are protected and transferred according to your desires. Otherwise, the management of your assets will be dictated by other people. Your assets may not be distributed according to your desires if you don’t have an estate plan. When properly executed, legacy plans can help decrease things like taxes, family conflicts, and court bureaucracy. Furthermore, effective estate planning can even protect certain assets so they are given directly to beneficiaries.

Estate Planning in Redlands: Strategies to Protect Wealth

There are multiple tools available to protect your money and assets. Strategies are also available to ensure your assets are transferred to loved ones, friends, and others, without interference. The legacy planning process extends beyond these strategies to wills, powers of attorney, revocable living trusts, and other legal/financial tools.

Cash value or term life insurance is worth consideration. Planning now means you won’t have to worry about how your loved ones being taken care of in the event that you pass on sooner than anticipated or become incapacitated. When utilized properly, life insurance even has the potential to serve as an alternative means of saving to generate additional wealth as time progresses.

Long-term care insurance is important to protect assets from the costs of extended care. Medical costs can negatively affect your finances unless you plan ahead with the assistance of our financial professionals. Long-term insurance care policies provide various coverage ranges to suit each client’s unique needs. Anything from a hybrid approach to a conventional policy is available for your choosing.

Contact Us for Redlands Estate Planning Assistance

If you are interested in preserving your financial future, as well that of your loved ones, you need the assistance of our financial professionals. We provide assistance for estate planning in Redlands in addition to retirement strategy, family tax planning, Social Security optimization strategies, and more.

Contact us

We are here to help with anything you need.

 

Call us at
(909) 748-0033
or Toll-Free at
(877) 845-1009

Download Our

All for One®

Multi-Benefits

Combination Plan

Download

Family Tax Planning

Family Tax Planning

Our Redlands family tax planning professionals reduce your tax burden.

“Taxes” can be a word that many people dread. However, it is time to think of taxes in a new light. Give our Redlands family tax planning professionals the chance to analyze your current taxes and determine the types of alterations that can be made. Even if you think you have optimized your tax deductions, meeting with our Redlands financial team has the potential to reveal additional ways to save money.

Family Tax Planning Strategies for Redlands Residents

Have a tax planning professional analyze your tax situation and you could find there may be deductions you and your loved ones are missing out on. Many variables play a part in determining what income and savings are or aren’t taxed, or subject to a reduced rate.

The federal government has made tax deductions available for family members when a loved one is provided with medical care. Even the location where the person receiving medical care plays a part in taxation. There are different rules for those living in facilities versus traditional houses/apartments. These are just a few examples of how current tax laws are set up.

Taxes are No Longer a DIY Project

If you were to compare the taxes paid by a family that uses the “do it yourself” approach to those paid by a Redlands family tax planning professional, you would notice a major difference. Taxes have become so complex that the average family misses out on plenty of money by trying to complete them in a DIY fashion.

Inland Empire Investments is here to save you money and time. Our financial team can help with all aspects of your family tax planning needs. Let us analyze your family’s tax situation to determine if you qualify for state and/or federal tax benefits. All it takes is an evaluation to gauge what sort of state and federal taxes you will qualify for based on your family’s unique circumstances.

Our Redlands family tax planning professionals will ensure you and your loved ones are compliant with every last detail of federal and state tax laws. We can even develop fully customized “What If?” taxation scenarios you can take to your traditional tax preparer if desired.

Contact Us for More Information About Family Tax Planning

Reaching out to our Redlands family tax planning professionals is the first step you can take to reduce your tax exposure and preserve your family’s wealth. You can contact us at 1-877-845-1009.

Contact us

We are here to help with anything you need.

 

Call us at
(909) 748-0033
or Toll-Free at
(877) 845-1009

Download Our

All for One®

Multi-Benefits

Combination Plan

Download

FFEBA

Federal Employee Benefit Planning

Timely, thorough, and strategic federal employee benefits planning is necessary to make sure you’re ready for retirement.

Federal employee benefits are more complex than many government workers initially assume. Your retirement plan should be suited to your unique goals. The challenge is in identifying all of these benefits, getting the most out of them, and preparing for your financial future.

Customized Assistance for All Facets of Redlands Federal Employee Benefits Planning

Our financial professionals are here to review your financial plan, make the most of your savings, and optimize your federal employee benefits. We analyze your financial situation, create a customized retirement report to document the information necessary to optimize federal benefits and help you every step of the way toward retirement. Once you have this report, you will have something to reference whenever you have questions or concerns about your federal employee benefits.

You might be eligible for certain federal employee benefits and not know it. It is also possible that you are not optimizing your benefits. Examples of federal employee benefits range from savings plans to healthcare benefits, Social Security, and employee assistance programs. These benefits are also applicable to children and other dependents.

Let Our Financial Professionals Tell You All There is to Know About Federal Employee Benefits Planning in Redlands

Federal employee benefits can be confusing to federal workers across the country. The average government worker does not have a complete understanding of the benefits he or she is eligible for or the extent of the benefits available to them. Let our Redlands federal employee benefits planning team address any of your concerns. We will answer all of your questions with accurate and detailed information.

Our mission is to help you get the most out of benefits available. Meet with our team and you might find that there are several benefits you qualify for through the government’s retirement system. It all starts with an initial meeting and analysis.

Learn More About Federal Employee Benefits Planning in Redlands

Our federal employee benefits planning team in the Redlands is here to aid your financial future.

Contact us today to learn more about our services and schedule an appointment. You can reach us at 1-877-845-1009.

Contact us

We are here to help with anything you need.

 

Call us at
(909) 748-0033
or Toll-Free at
(877) 845-1009

Download Our

All for One®

Multi-Benefits

Combination Plan

Download

insurance-solutions-redlands

Insurance Solutions

Pinpointing the right insurance is essential to protecting your family’s financial future and protecting your assets.

When it comes to planning for the future, most people think about stocks, mutual funds, pensions, and Social Security. There is minimal, if any, focus on insurance. Insurance is necessary for purposes beyond just protecting assets. Redlands insurance solutions are an essential component of a financial plan.

Plan for the Worst and Hope for the Best

The typical Redlands retiree underestimates how much of an impact a market drop can have on income. Proper financial planning, including obtaining the proper insurance, can certainly alleviate these concerns.

Take the Step Toward a Sustainable Financial Future

Our Redlands financial planning and insurance professionals are here to develop the right insurance plan for your unique wants and needs. Let our financial team analyze your current retirement plan, pinpoint areas for improvement, help you find the optimal insurance, and ultimately protect your financial future. We pinpoint the right combination of insurance products and financial planning strategies, so you don’t have to worry about you or your loved ones’ quality of life in the coming years.

The optimal financial planning strategy creates more opportunities for your money to work for you. Our Redlands insurance solutions team understands the nuances of life insurance, fixed annuities, and other forms of insurance vehicles. There is no one-size-fits-all solution for everyone’s retirement plan.

Find the Right Insurance for You

From life insurance to health insurance, long-term care, fixed annuities, and more, a multifaceted approach is necessary for financial stability. Whether you have life insurance that you would like to have reviewed or if you are considering life insurance for the first time, put your faith in our team to guide you in the right direction. We are an independent insurance solutions firm in Redlands, meaning we can find the insurance product and rate to match your unique needs and goals.

Contact Our Redlands Insurance Solutions Team

The first step to a sound financial future is meeting with our insurance, retirement strategy, and estate planning professionals. Reach out to us today to schedule an initial meeting.

Contact us

We are here to help with anything you need.

 

Call us at
(909) 748-0033
or Toll-Free at
(877) 845-1009

Download Our

All for One®

Multi-Benefits

Combination Plan

Download

TAX PLANNING

Our tax planning services can reduce your tax burden and optimize your retirement income.

One of the more important components of retirement strategy is figuring out liability for taxes. This is the case for current taxes as well as taxes in the future. You need strategies that will reduce your taxes in retirement.

Cut Those Taxes and Plan for the Long Haul

Proper tax planning services in Redlands can help to preserve your money in retirement.

When you hand-off your tax planning responsibilities to our proven team of financial professionals, we explore our connections with other important parties who can lend invaluable assistance. We have partnerships with CPA firms and other professionals whom we can consult with as necessary. The ultimate goal is to explore every avenue to reduce your tax burden. We will do everything we can to provide you with tax savings.

How Our Tax Planning Services in Redlands Can Help

Our tax planning team knows the ins and outs of tax laws and economics as a whole. Whether you are interested in converting a Roth IRA, getting a second opinion on your tax situation, a personalized tax minimization report, tax reports, or anything else related to tax planning, look no further than our experienced team.

We carefully craft a strategic plan that reduces your yearly tax liability and gives you the chance to enjoy the same quality of life for years to come. Though we do not provide legal advice, we are certainly willing to work in unison with your attorney, tax advisor, or other professional you trust. This is the extra step our team is happy to take and we are committed to giving our all to each and every client. If one of our business associates can lend insight or assistance, it only makes sense to explore that avenue.

It is Time to Take Advantage of Tax Planning Services in Redlands

Our Redlands tax reduction strategies are here to help you save money.

Reach out today to learn more about our tax planning services in Redlands and schedule an initial meeting with us.

Contact us

We are here to help with anything you need.

 

Call us at
(909) 748-0033
or Toll-Free at
(877) 845-1009

Download Our

All for One®

Multi-Benefits

Combination Plan

Download

Retirement Planning

Retirement Strategies

Financial planning services

Retirement strategies in Redlands encompass everything from savings to pensions, wills, insurance, tax reduction strategies, and more. Simply working hard and putting money in the bank year after year is not a prudent retirement strategy. Instead, discuss with a team of financial professionals who have helped countless clients.

Financial Planning Services in Redlands, California

Our financial professionals are here to analyze your current retirement plan, including your savings and insurance. We provide a wide range of services from income planning to estate preservation, a financial-needs analysis, beneficiary reviews, insurance planning, alternative retirement (known as PPPP), and more. Your personal financial situation could benefit from an analysis of your current and future expenses. The overarching aim of these in-depth evaluations is to ease your concerns about the future, provide financial clarity, and preserve wealth for your loved ones.

Meet with our financial team in Redlands and we will analyze your financial status and provide you with a complete portfolio. This customized portfolio addresses every aspect of your financial, tax, and estate planning needs. We make use of a coordinated approach to your unique financial plan does not overlook any key aspects.

It is Time to Start Planning for an Uncertain Future

Life can be very unexpected and no one knows what the market will do tomorrow. There is also the potential for situations to come up in your personal life that impacts your finances.

Those who are overly confident in their current financial planning tend to fall into the trap of self-assurance, making them poorly prepared for unexpected events. Anything from a terminal illness to an auto accident, a natural disaster, economic downturn, or another unfortunate occurrence can impact your financial well-being. The bottom line is you need a team of experienced retirement strategy professionals to help plan your retirement.

We Take Great Pride in Encouraging Clients to “Start at the End”

Our retirement strategy team in Redlands constantly stresses the importance of starting with the end in mind. This statement means beginning the process with your unique retirement goal in mind, which makes it that much easier to turn it into a reality.

Reach Out to Us Today

Contact our Redlands retirement strategy professionals today to coordinate an initial meeting and analysis. We help you plan for your financial future, optimize your income, reduce your taxes, and prepare you for retirement.

Give us a call at (877) 845-1009 to learn more about our retirement strategy services in Redlands.

Contact us

We are here to help with anything you need.

 

Call us at
(909) 748-0033
or Toll-Free at
(877) 845-1009

Download Our

All for One®

Multi-Benefits

Combination Plan

Download

Social Security Optimization

Make the most of your Social Security benefits

Social Security might represent your only form of retirement savings or maybe it serves as a supplemental form of compensation in addition to your 401(k), IRA, and/or other accounts. While the typical adult living in the United States understands Social Security’s purpose and the fundamentals of how it works, receiving the greatest amount of money is the challenge. You need the assistance of our financial professionals to help you get the most out of your Social Security payments.

Identifying the Best Social Security Optimization Strategies in Redlands Requires Professional Assistance

There is no shame in admitting you are not completely confident of the best way to approach filing for Social Security payments. We analyze the details of your financial situation, evaluate your sources of income, and pinpoint the perfect Redlands Social Security optimization strategy for you.

Obtain an Understanding of Your Social Security Benefits

The typical worker has a general understanding of how much money he or she will receive from Social Security after retiring. However, there is a lack of understanding about the best way to claim these benefits. If you are not careful, you could end up missing out on thousands of dollars or even more each year. In some cases, you may only have to work a few months or a year longer in order to be eligible for higher-paying Social Security benefits.

If you are willing to wait to file for Social Security benefits in Redlands, you have the potential to enjoy a benefit amount that is 8 percent higher each year you wait.

Contact Us to Learn More About Social Security Optimization Strategies in Redlands

Reach out to us to learn more about how we can define the perfect Social Security optimization strategies for your specific situation. We would love to tell you more about our services during an initial meeting.

“Not affiliated with the Social Security Administration or any other government agency.”