Matthew James Tax & Wealth Management

MATTHEW JAMES Tax & Wealth Management provides customized retirement financial planning, tax strategy & wealth management services for clients with $1 million or more in retirement assets. We focus on the distribution phase of our clients’ financial lives by providing retirees and pre-retirees with helpful strategies for added security, consistency, and predictability in retirement using Tax Management as a foundation for making investment decisions. We help you the pre-retiree become a retiree by providing strategies to help structure retirement income while reducing and mitigating tax burdens, and balance market risk. Our retirement financial plans focus on protection & growth of retirement assets, which could minimize tax liability. We offer multiple strategies for individuals with $1 million or more in retirement assets to help achieve your retirement goals, such as reducing tax burden, optimizing income, and preparing for long-term healthcare. Our practice is 100% independent, allowing us to offer a more flexible & holistic approach to nearly every retirement financial situation.