Spinnaker Financial

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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(414) 231-0212Call Visit WebsiteVisit Website Map & DirectionsDirections700 W Virginia StMilwaukee, WI 53204 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 5:00 pm

Spinnaker Financial

Tax Planning
In addition to these considerations, the tax implications of how, when, and where retirees take money from are complex and subject to change. Even if the rules stay the same, your personal tax situation may change from year to year based on how much and what kind of income and deductions you have. We provide ongoing income tax planning to understand the tax implications of our choices before we make them and to minimize the overall impact of withdrawals over time.

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Places Near Milwaukee with Investment Advisory Service

Saint Francis (7 miles)
Cudahy (9 miles)
Greendale (11 miles)
Elm Grove (13 miles)
South Milwaukee (14 miles)
Hales Corners (14 miles)

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Payment method: amex, discover, master card, visa
Other Link: http://www.spinnakerfinancial.com
Categories: Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Mutual Funds, Retirement Planning Services

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Phone: (414) 231-0212

Address: 700 W Virginia St, Milwaukee, WI 53204

Website: http://www.spinnakerfinancial.com

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Spinnaker Financial

Tax Planning
In addition to these considerations, the tax implications of how, when, and where retirees take money from are complex and subject to change. Even if the rules stay the same, your personal tax situation may change from year to year based on how much and what kind of income and deductions you have. We provide ongoing income tax planning to understand the tax implications of our choices before we make them and to minimize the overall impact of withdrawals over time.
Roth IRA
The tax consequences of investment decisions can be significant. We locate the assets of a portfolio in the proper investment account. In other words, some investments are better suited for your IRA accounts while others work well in taxable accounts or Roth IRAs. We help our clients plan their taxes throughout the year. We would rather know the tax implications before making an investment decision than to simply deal with the consequences next April.
Income Tax
Alan joined Spinnaker Financial Advisors in 2014. He was previously employed by a fee-only financial planning firm in Pennsylvania for eight years where he worked directly with clients advising on retirement planning, asset management, income tax planning, and various other projects. An Idaho native, he is thrilled to return and serve the people of his home state.

Investment Management
Your investments must work for you, and not keep you awake at night. You likely have enough to worry about - your family, your work, your business, and your career without adding the stress of managing your investments.
Mutual Funds
Behavior – The largest component of an investor’s actual return is not what particular mutual fund they hold, but rather their behavior as investors. Stated simply, whether an investor can stick with their long-term plan during good and bad times will make the highest impact of any investment decision. We have found that staying patient and disciplined is simple to understand and very difficult to do. Our greatest value to our clients is to act as a coach to improve our clients’ behavior as investors.
Wealth Management
We are a professional fee-only wealth management firm deeply committed to helping individuals and families achieve their life and financial goals. We help our clients achieve their goals by thorough and creative planning, systematic implementation, disciplined investing, and control of implementation, tax and management costs.

Accounting Services

Financial Planning
Every quarter, we publish a newsletter with our thoughts on the market, financial planning strategies and other topics. Below are some of our newsletters.
Retirement Planning
The need for retirement planning didn’t really exist until well into the 1970s. Up to that point, people worked until age 65, spent a few years in leisure through their life expectancy which was about 69. Many retirees of that era were able to coast into retirement with a cushy pension plan.
Annuities
While taxes are a fact of life, unnecessary taxes hurt your ability to accumulate wealth. We'll work with your tax professionals to find opportunities to legally reduce taxes at the business, individual, and family level. Depending on your needs and resources, we may shift income to less-taxable entities, use tax deferred investment opportunities (retirement plans, annuities, etc.), or recommend tax-free investments.
Long Term Care
Asset Management
Investing For Specific Goals – Investing works best when it is for a specific, measurable set of goals. This way, a custom asset allocation (mix of investments) can be crafted to meet those goals. A goal-oriented financial plan is essential to determining how to invest.
Living Trusts
In the process of reaching other goals, you might accumulate enough assets to expose you to estate taxes. We can implement strategies to reduce these costs in a manner consistent with your objectives. We'll evaluate, recommend, and help implement wills, living trusts, life insurance and life insurance trusts, charitable organizations, and other strategies as they're needed.

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