WHAT WE DO
Each of you should use whatever gift you have received to serve others, as faithful stewards of God's grace in its various forms.
1 Peter 4:10, NIV
Phone consultation
and case design support
Email
correspondence
Advanced concept
illustration support
Educational webinars for financial professionals
Whitepapers, blog posts, ghostwriting, and other
technical copy creation
Review/edit of technical
copy developed by
financial professionals
Seminar
guest speaker
Educational events for
financial professionals and strategic alliances
AREAS OF EXPERTISE
-
Retirement income planning
-
IRA distribution planning
-
Social Security planning
-
Annuity taxation and structure
-
IRS reporting
-
Legacy Planning
-
Employer sponsored retirement plans
-
Charitable giving
-
Estate and gift tax planning
-
Tax mitigation techniques
-
The use of trusts
HLS Retirement Consulting, LLC is an independent consulting firm and is not affiliated with any other company and does not endorse or recommend investment products. Consulting provided herein should not be construed as tax or legal advice. Your clients should always seek guidance from their tax or legal counsel prior to following a proposed course of action
