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Financial planning at Baker Tilly: A roadmap for your future 

At Baker Tilly, we understand that every individual and business has unique financial goals. Whether you're preparing for retirement, funding your children’s education, or planning your business’s future, financial planning provides the clarity and confidence needed to navigate these important milestones. 

Our team of experienced financial planners works closely with you to understand your aspirations, ensuring your plan is not only detailed and comprehensive but also tailored to your needs. We’re focused on designing a strategy that thoughtfully aligns tax planning with your wealth management and risk protection to support your path toward financial success.

Through a personalized approach, we guide you toward securing your financial future, with an emphasis on long-term growth, tax optimization, and legacy preservation. Our process is designed to uncover opportunities and protect what matters most, ensuring that every step aligns with your objectives. For a deeper look at how we can assist you, please reach out to your local office. 

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Planning for your success

We believe financial planning is about more than just numbers - it is about creating confidence, security, and a path toward your goals. 

Retirement planning

Have you modeled your cash flow needs and income sources in retirement, taking into account potential impact of healthcare costs, inflation, unexpected expenses, or market downturns?
Are you uncertain about the best way to structure withdrawals from your corporate, registered, and non-registered accounts to optimize long-term wealth?

Investment optimization

Have you stress-tested your investment portfolio to assess its ability to withstand economic fluctuations and unexpected events?
Are you utilizing tax-efficient investment vehicles to maximize long-term wealth accumulation, while ensuring a well-defined strategy to convert assets into sustainable retirement income with minimal financial risk?

Estate & tax planning

Do you have an up-to-date Will and power of attorney in place? Have you reviewed your beneficiary designations to ensure they align with your intentions?
Are you concerned about tax liabilities upon death, particularly if you hold illiquid or highly appreciated assets, such as a business or investment property?

Would you like to meet with a Financial Planner?

If you hesitated on even one item, let’s talk. Our team can help you refine your financial plan.

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