Retirement Planning

A successful retirement depends on proactive and comprehensive planning. At Schneider Financial Group Ltd., we provide long-term tax planning and saving strategies to help you achieve a long and comfortable retirement. We work with clients through all phases of retirement preparation and diligently follow through with plans. Contact our Mahopac firm today for your comprehensive consultation!

Long-Term Tax Planning for Long-Term Financial Success

The first step to ensuring a happy retirement is to reduce your immediate and long-term tax liability. We help clients to ensure that their taxes are manageable with comprehensive strategies, allowing you to invest the money you saved in savings plans. It can even serve to offset your annual income by paying 401ks and other such retirement funds.


In addition to saving you money through custom tax planning, Schneider Financial Group Ltd. forecasts your future cash flow needs. To ensure that the amount you save continues to provide you with your current lifestyle, we look at the changing conditions of your finances.

This projection tells our Mahopac retirement planners the schedule you'll need to follow to achieve your retirement goals and consider where you're hoping to retire and at what age you'll be able to quit working altogether.

Support for Business Owners

When you run your own business, retirement planning is another task that few have time to consider in addition to running your venture's daily and long-term operations. We help self-employed individuals and business owners create a retirement plan that works for you. We help you understand how to offset the profits of your business, enabling you to achieve a higher personal income that can be invested in savings plans.

Not only will our Mahopac accounting professionals help you secure your future, but they can also help business owners set up retirement plans for their businesses, helping you create retirement opportunities for any employees as well.

If you are looking for proactive and adaptive retirement planning to establish your future stability, please contact Schneider Financial Group Ltd. today. We provide retirement planning services to individuals, professionals, and businesses across Mahopac and the surrounding communities.

Days until April 15

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© Schneider Financial Group Ltd. 2021, 824 Route 6, Suite 4, Mahopac, NY 10541
T: (845) 628-5400 F: (845) 628-5460 E:

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