Services For Individuals

Personal Finacial Planning

Special attention is needed to build and preserve your personal wealth. You get one - on - one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure your wealth's growth and longevity.

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We help you:

  • Save enough for a comfortable retirement by identifying your pension needs, analyzing your assets and retirement income sources, reviewing estimated shortfalls and identifying the best ways to save for retirement given your financial situation and risk tolerance.

  • Pay for college education for your child by accurately estimating the amount of money you will need, analyzing your assets, reviewing estimated shortcomings, and considering general alternatives and strategies to help address these potential shortcomings, and developing an optimal savings plan based on your financial situation and risk tolerance.

  • Protect your family if you become disabled by making sure you have enough money in your emergency fund and analyzing your insurance coverage for life, disability, health, home, and auto. We also review your will and various attorney powers designed to take care of your business in case you are disabled and are unable to manage it yourself.

  • Achieve your investment goals by identifying the steps required to maximize your investment returns and to minimize your risk while enhancing the predictability of your investment returns.

  • Leave a legacy for your heirs by saving tax dollars, professional fees, and court costs to maximize the value of your estate. In addition to minimizing probate, creditors, lawyers, and estate taxes, which can have a negative impact on your estate's value. We also help you to keep your affairs under control by providing a road map to pass your estate on to your heirs.

Estate Planning

Estate planning is not just for the wealthy, but for anyone who wants to secure a future legacy. You have options to consider when organizing your estate, from donating income to charities to building a cushion for assisted living care.

Planning your finances' long-term future is an important step in ensuring that your lifestyle and family are safe when you don't want to work anymore or can't. The estate planning process helps you to understand the financial implications of each decision you make, in addition to minimizing tax liabilities. Services for estate planning can help:

  • Clearly define your estate-planning goals

  • Transfer the assets of your estate to beneficiaries

  • Prepare for and organize adequate liquidation of the estate to cover expenses

  • Adjust your plans as your circumstances change

  • Ensure proper tax compliance

One of the main advantages of planning the estate is that it allows you to feel comfortable about the financial situation of your family even after you retire or choose to stop working.

With the help of Global Tax Advisers, a proper estate plan can ensure that your money is passed on to your chosen beneficiary or beneficiaries and that any debts you owe are paid. This means you can take care of your family in the long run by distributing the largest amount of wealth, without worrying about excessive taxation or probate time.

The lack of an effective estate plan not only increases the chances that gift taxes will absorb your finances, but also that your chosen beneficiaries will be left to pay down debts for which they had not previously been accounted.

Elder Care

Elder care planning encompasses all areas of financial planning, such as providing services for financially independent clients. We provide financial and tax services at Global Tax Advisers to clients with elderly family members who are looking for daily bookkeeping and accounting assistance.

Our financial planners and CPAs in San Jose are able to help clients determine funding for healthcare and housing as well as their impact on their current financial goals. If you have a loved one approaching the retirement age and/or are unable to take financial care of yourself, it is important to partner with our trusted CPA Elder Care Services firm that takes your needs into consideration.

Choosing a trusted professional is important to assist in managing and coordinating the finances, assets, property of your loved one and selecting other professionals that will be part of your support system. Our team helps customers prepare for the future and speaks to your loved one about drawing up documents for estate planning, establishing attorney power, creating will or irrevocable trust, and keeping these documents in place.

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Give us a call to learn more about our financial services for individuals.

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