Retirement Planning
One Stop Financial Group is the Greater New Orleans Area and Gulf Coast’s Premier Retirement Plan Consulting Team
You worked hard for your property, assets, and financial stability. One Stop Financial Group is committed to protecting your assets and helping you achieve a stable, secure financial future. We work with families in all stages of their retirement plans to generate custom retirement plans that will best protect their resources.
What is Retirement Planning?
Retirement Planning is the process of determining your goals for your overall retirement income. This is an ongoing process and requires making informed decisions about the actions necessary to achieve these goals. During your retirement planning consultation, you will evaluate expenses, possible savings programs, and asset management.
One Stop Financial Retirement Planning Services
One Stop Financial offers the following retirement planning services to the Greater New Orleans area and Southern Louisiana.
Annuities
Annuities are a contract between you and an insurance company and offer a way to reduce taxes and/or ensure a steady flow of income.
TFRA
A Tax-Free Retirement Account or TFRA is a retirement savings account that works similar to a Roth IRA. Taxes must be paid on contributions going into the account.
Social Security
Social Security Planning involves maximize benefits by determining the optimal claiming age, coordinating with other retirement income sources, and minimizing tax impacts.