RETIREMENT
ACCUMULATION
TRANSITION
DOCTORS
PEOPLE IN NON-TRADITIONAL RELATIONSHIPS
Miami, FL 33155
(305) 665-2130 (office)
(305) 665-3504 (fax)
Info@siegelplanners.com
Our Clients
People Empowered to Delegate
Wondering how to project retirement needs...how to plan for inflation...how to select securities...how to pay less in taxes... how to make good investment decisions...how to care for loved ones "just in case"...
Ellen R. Siegel & Associates is especially attentive to the needs of intelligent, self-sufficient people who desire financial independence. They have a portfolio of investable assets they do not wish to manage by themselves. They see the value of hiring a professional to ensure their dreams are met while they focus on other meaningful aspects of life. We provide services for our clients who may be facing financial transitions, such as retirement, divorce, purchase or sale of a business, loss of a spouse or life partner, or sudden wealth.
Following are the examples of situations where we provide technical support and coaching for financial success:
- Pre- and Retirees: Individuals who are planning for retirement or are ready to implement their retirement strategies.
- Business Owners and People in Management: Business leaders and managers, with high-level income responsibilities for their household.
They wish to delegate financial needs to an expert financial professional.
- People in Transition: People who are going through a marital change such as divorce, or death of their spouse or life partner. They need
additional guidance to make the transition as smooth as possible.
- Firefighters and law enforcement professionals: These generous public servants have special planning needs. They must make decisions about
DROP, and often retire early. In recognition of and appreciation for their contributions to our community, and the risks they take every day on
our behalf, we extend a special deduction to our normal fees.
- People in Non-traditional Relationships: There are many tax, legal, and benefit issues to be addressed, in addition to portfolio management.
