Retirement and legacy decisions rarely happen in isolation. We help you connect the tax questions, financial information, and practical preparations that deserve attention.
Organize the income, timing, and cash-flow questions that affect your transition into retirement and the years that follow.
Identify tax considerations that may affect your decisions and determine which issues deserve a closer review within your engagement.
Bring important account information, records, and planning priorities together so you and your successors have a clearer starting point.
Identify information gaps and practical next steps to coordinate with your attorney and other professionals before a major life transition.
Your Retirement & Legacy Blueprint brings together the issues that deserve attention, the decisions ahead, and the next steps to discuss with the appropriate professionals. The goal is to help you move from scattered information to an organized, tax-informed action plan.
A written summary of the tax, retirement, financial-organization, and estate-readiness issues relevant to your circumstances and the scope of your engagement.
An organized set of next steps that helps you understand what needs attention and which decisions or information gaps should be addressed first.
Questions and follow-up matters to discuss with your attorney and other professionals so the accounting, tax, and legal pieces can be considered together.
A clear process for getting organized, reviewing your priorities, and following through.
Review the engagement, select your payment option, and complete the required acceptance steps.
Complete your strategy file and provide requested documents through the client portal.
Work through the findings, priorities, and recommended next steps.
Use the follow-up and review services included in your engagement.
Choose the payment option that works for you. Both options cover the same Retirement & Legacy Advisory Program scope.
Includes your Retirement & Legacy Blueprint and the advisory services described in your engagement.
Includes your Retirement & Legacy Blueprint and the advisory services described in your engagement.
Over twelve months, monthly payments total $719.88. Paying annually costs $119.89 less.
Select your billing option during enrollment in My Anchor Point.
Manage or Cancel MembershipSome situations call for a separate engagement rather than an ongoing planning membership. Anchor Point CPA, P.C. provides accounting and tax support for estate readiness, estate administration, trusts, and surviving family members.
We help organize financial information and coordinate accounting and tax matters with the appropriate professionals. We do not provide legal representation or draft wills and trusts.
Estate, trust, and other specialized services are separately scoped unless expressly included in your engagement.
Find answers to common questions
Still have questions? Reach our support team.
![[background image] image of modern office space (for an accountant & cpa firm)](https://cdn.prod.website-files.com/6ab13b20b001fa3f83f4bee0/6ab13b942c84ce71e6973efc_2016f657-e259-4c8e-a3f8-4feef2d7cbb2.avif)