Retirement Planning

Live the way you want.

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 Avantax Planning PartnersSM 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. Avantax Planning Partners offers a variety of retirement planning options, including:

  • 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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Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRASIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax entities are independent of and unrelated to James Moore & Company. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

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