At Avanti CPA, we provide comprehensive retirement and estate planning services designed to help you secure your financial future and protect your legacy.
We collaborate with you to develop a personalized retirement strategy that considers your financial goals, lifestyle aspirations, and income needs.
Our team identifies tax-saving and tax planning opportunities to maximize your retirement savings and minimize tax liabilities during retirement.
We assist in creating an effective estate plan, ensuring your assets are distributed according to your wishes while minimizing estate taxes and your overall estate tax liability.
We provide strategies to protect your wealth from unforeseen circumstances, ensuring your financial security for you and your heirs.
Our services include regular reviews and updates to your retirement and estate plans, adapting to changes in your life and financial situation, while considering the ever-evolving tax landscape which can significantly impact your estate if your plan is not reviewed and updated to take tax changes into account.
With our retirement and estate planning services, you can confidently navigate your financial future, ensuring a secure and well-planned legacy for you and your loved ones.
With gratitude, Avanti CPA respectfully acknowledges that our office is located within the Tk’emlúps te Secwépemc (TteS) territory, situated within the unceded ancestral lands of the Secwépemc Nation.