Financial Independence

“Not knowing when the dawn will come, I open every door. ”

EMILY DICKINSON

Financial independence means being able to control your finances without regular income.  This does not always equal retirement in the traditional sense.  Financial independence comes in all shapes and colors: early retirement, semi-retirement, launching your own business, or moving abroad.  What everyone’s period of financial independence has in common is a new relationship with money, and new, unopened doors to financial success.

Suddenly you are juggling money flow from multiple sources like investment income, IRA distributions, and eventually Social Security. Healthcare and taxes often replace mortgages and tuition as your biggest expenses. As the years wear on, long-term care and estate taxes can threaten the best laid plans for a family or philanthropic legacy.

Firebrand Wealth can craft the right income strategy for pursuing your lifestyle and your legacy goals, while minimizing taxes and simplifying your new financial world. Perhaps most importantly, we work closely with you to ensure your family and loved ones are able to manage your estate and guard your legacy with as much support as possible.

  • Income management
  • Tax planning for different income stages
  • Required Minimum Distribution management
  • Estate and trust planning
  • Social Security strategies
  • Long-term care analysis and planning