At Oarsman Capital, we work with you to ensure you have the resources necessary to achieve your financial goals. Whether you are looking to provide for retirement, help family members with education funding, or efficiently pass assets to loved ones, we can provide you with a plan to help ensure your wishes are met.
Our team will help you identify and determine the best use of your resources; this may include pensions, inheritance, part-time employment, social security and/or investment assets (both qualified and non-qualified). These strategies might involve when to start taking your social security benefit, whether or not a Roth IRA conversion is right for you, what other resources to use, and the timing of those resources, with tax considerations taken into account.
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