About
Mullaney Financial & Tax, Inc. provides financial planning services to those nearing retirement and to those beginning their drawdown. Sean works with clients to get a plan in place they can use to guide their financial decision making.
Why Choose Mullaney
Sean has worked with those on the verge of retirement to plan out detailed strategies to tax optimize and drawdown wealth in retirement. Sean concentrates on the financial independence community and has written extensively about tax planning strategies for those pursuing financial independence.
Financial Planning
Financial Planning covers these six topics:
Tax Planning: Tax planning for end of career retirement account contributions, charitable giving strategies, tax basketing of investments, Roth conversions, and tax efficient drawdown strategies.
Retirement Planning: Sufficiency analysis, Social Security planning, drawdown planning, and the tax planning to set up for retirement.
Investment Allocation: Starts with a global asset allocation recommendation and then drills into specific accounts and asset location.
Estate Planning: Strategic review of estate planning arrangements and recommendations to address gaps and problems.
Insurance/Risk Management: Strategic review of insurance arrangements and recommendations to address significant gaps and overcoverages.
Major Purchases/Cash Flow Needs: Varies client to client. Could include recommendations on travel funds in retirement, college savings, and/or real estate purchases.
The fee for financial planning is $7,800.
Featured Podcasts
Listen to Sean on these personal finance podcasts…
