We help businesses and people in all walks of life with their retirement planning.
A fulfilling retired life requires solid planning—especially if you want to maintain a certain standard of living.
A well-thought-out retirement plan takes full advantage of investment and tax strategies aligning your assets with your life expectancy. To make your nest egg grow, it’s crucial to have people on your side who understand laws, deductions, exemptions and other aspects that affect the money you invest and the performance of your plan.
James Moore has affiliated with strategic partners to offer a wide range of retirement planning services. We’ll help you get your plan started and assess potential tax savings, compliance and risk. Our team will monitor your plan and keep track of regulation changes, so we can give you timely advice that helps you maximize your contributions. We can also assist with employee education and ensure that plan fees are reasonable.
Whether your retirement is well into the future or just around the corner, give yourself the post-career lifestyle you want. Our strategic partners offers a variety of retirement planning.
- Profit sharing plans
- 401(k) plans
- Customized defined benefit plans
- 403(b) plans
- Simple individual retirement accounts (IRAs)
- Traditional and Roth IRAs
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Erin Spiwak, CPA
A certified public accountant in the state of Florida, Erin has over 20 years of experience in the accounting industry. She also oversees our wealth management practice, which addresses investment strategies, retirement planning and insurance needs.
While she works with a wide variety of clients, Erin specializes in helping companies in the automobile dealership, healthcare, real estate, technology and professional services industries. Having been at James Moore since 2004, she has served many businesses since their inception—watching them grow from opening their doors to becoming well established in their fields.
In addition to her client service, Erin regularly gives presentations internally and to organizations on tax-related topics and is a member of the Health Care Administrators Association.