About
Mullaney Financial & Tax, Inc. provides financial planning services to those investing on the journey to financial independence, to those on the verge of 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 accumulators and those on the verge of retirement to plan out detailed strategies to increase wealth, tax optimize, and drawdown 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 retirement account contributions, charitable giving strategies, tax planning for the self-employed, 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 tax basketing.
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 $5,000.
Featured Podcasts
Listen to Sean on these personal finance podcasts…
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