Frequently Asked Questions About Financial And Retirement Planning

What does financial planning entail?

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help our clients assess financial needs and develop strategies that will achieve goals and strengthen financial security.

How can a law firm help with retirement planning?

Our professional staff at Allen Schuldenfrei, Attorney at Law, has assisted many clients in selecting and creating retirement plans. Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Presently, we are engaged to provide tax, accounting and management advisory services for approximately 30 plans. This includes conducting compliance and performance audits.

Our services are applicable to individuals, business owners, retirement plan administrators and others interested in these areas of law and finance.

What should you know about pensions and profit-sharing?

Qualified retirement plans (e.g., defined contribution or defined benefit plans, Keoghs, SEPs, etc.) can provide significant tax advantages for closely held businesses and self-employed individuals.

At Allen Schuldenfrei, Attorney at Law, our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Get Your Financial And Retirement Planning Questions Answered

For every answer you receive, you may have yet another question. Find the direction you need in your financial planning by calling 410-358-7435 or completing an online intake form to request a consultation with Mr. Schuldenfrei.