Personal Financial/Retirement Planning
ORBA’s expertise in both personal financial planning and retirement planning is the perfect complement to the robust array of consulting, accounting and tax services we provide to our health care clients.
Our personal financial planning services, tailored to meet your individual requirements, are provided by Certified Financial Planners and other experts who concentrate their approach on providing the best advice at an affordable price. We cover investment consultation, insurance needs and estate planning. We can work with your lawyer, broker or provide referrals to other competent professionals to collaborate and develop the best plan to minimize the impact of both income and estate taxes.
Our retirement planning service includes a thorough evaluation of your retirement assets and plans and is offered in conjunction with our personal financial planning and our estate planning process. We design plans that help increase a client’s benefits and also work with clients to structure their retirement payouts to maximize their distributions and minimize their taxes.