Solutions For Individuals & Families : Alarcon Financial Strategies, LLC

Solutions For Individuals & Families

Growth, protection and wealth conservation throughout all stages of life.

Estate Planning

A well engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.

Asset Protection

There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

Charitable Planning

Charitable planning allows you to support the organizations and causes that matter to you while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist and we can help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic goals. Please seek tax advice from your own tax advisors.

401(k) and IRA Rollovers

If someone retires or changes jobs, usually they can take a distribution from their employer plan and roll it over to an IRA. The distribution to be rolled over will generally come from a 401(k), 403(b), ESOP, or profit-sharing plan. Also if a lump-sum option is available from a defined benefit plan, that amount is eligible to be rolled over to an IRA.