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ESTATE PLANNING
SERVICES
When it comes to Estate Planning, RetirePro appreciates the peace of mind that planning early and well can bring. Our trusted advisors have the expertise to help you develop a comprehensive Estate Plan to protect your hard-earned assets.
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Estate planning is life planning
The expert advisors at RetirePro provide a full suite of Estate Planning solutions, from living wills to trusts. We integrate everything with your overall retirement plans and future wishes. Keeping you protected is our mission at RetirePro.
decades of experience working for you
Minimize Estate Taxes
RetirePro helps you protect your hard-earned assets and reduce your tax liabilities with a customized estate plan. Our advisors do not work on commission so you can rest assured that we are always representing your best interests.
Create a Thorough Plan
At RetirePro, our experience means we can predict contingencies and help you develop a plan that achieves your retirement goals and protects your family.
Protect Your Assets
RetirePro's 360-degree approach creates personalized retirement strategies that fit your unique needs for the future. We look at every aspect of your retirement and estate to deliver solutions that safeguard everything you worked so hard to achieve.
Reduce the tax burden on your estate
RetirePro builds smart, secure, and simple Estate Plans that protect your assets, no matter what happens. Our full-service approach means we can take every aspect of your finances into account as we build an Estate Plan that maximizes your assets and minimizes your tax liabilities.
testimonials
“I would like to praise and compliment Kim Falbo for all the care and information she was able to give me when I became of age to apply for Medicare. I have recommended her to all my friends and family. When I first sat down with Kim I had so many questions because I was so confused with all the information that is mailed to a person that turns 65. I sat down and Kim immediately made me at ease with her friendly smile and cheerful personality. She was so informative and went over many options and carefully considered my primary care physician and my medications in order to guide me so that I could choose the right plan for me. I left her office so happy that I went to Kim to help guide me into Medicare and I will continue to refer her to everyone that may be able to use her service. GO RETIRE PRO!!!!”
Retiree, 65 years young
"NOBODY told me I could claim Social Security on my deceased ex-husband. I'm now set to receive an extra $996 per year! Thanks for your guidance."
-Retiree, 83 years young
"I called Social Security, and they confirmed that what you told me is correct! I am now all set to receive an additional $15,000 a year. Thank you so much Kim, I would have never known about this option had I not consulted with you!"
-Retiree, 66 years young
Frequently Asked Questions
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Our goal is to provide our clients with comprehensive retirement planning services all under the RetirePro umbrella. At RetirePro, our knowledgeable
advisors have a fiduciary duty to guide our clients toward the options and plans that best fit their unique needs. And because we work as a team, our
clients can feel confident that each component of the plan supports their ultimate goal: for the best possible retirement years.
advisors have a fiduciary duty to guide our clients toward the options and plans that best fit their unique needs. And because we work as a team, our
clients can feel confident that each component of the plan supports their ultimate goal: for the best possible retirement years.
