Tax planning is more than filing an annual return. It's about working with a financial professional who can properly analyze your financial situation and provide tax-efficient planning solutions. Our firm specializes in helping clients plan ahead for a tax-advantaged retirement income with strategies to help reduce income and capital gains taxes, taxation on Social Security benefits, and retirement accounts.
Utilizing safe retirement strategies, the team at Gary Scheer, LLC works to ensure our clients have access to their hard-earned money when they need it most. Formulating plans that make certain you never outlive your retirement income, we pride ourselves on giving our clients the peace of mind to enjoy their retirement and leave a legacy for their families.
Estate tax laws are complex and often confusing to the average individual. Working with legal and other financial professionals, Gary Scheer, LLC ensures that our clients' estates are properly structured to pass on to their heirs or charities of choice with minimal government intrusion.
While we can't insure against every risk, cautious planning demands that we determine which risks pose the greatest threat to our clients' financial well-being and how to best mitigate them. At Gary Scheer, LLC, we understand the important role insurance can play in protecting, preserving, and transferring wealth. Our professionals can help you determine which type of insurance would be suitable and in your best interest.
With the complexities and dynamic changes of health care reform, never before have employers and individuals needed the assistance and guidance of seasoned benefits specialists. The professionals at Gary Scheer, LLC help Tri-State area employers effectively navigate the maze of complicated laws and plan design options. As fiduciaries, our investment experts help design and implement cost-effective and high-value employer-based retirement plans that are structured to meet the best interests of our clients.