{"id":25,"date":"2019-10-22T19:16:40","date_gmt":"2019-10-22T19:16:40","guid":{"rendered":"http:\/\/167.71.159.93\/?page_id=25"},"modified":"2020-08-19T14:12:07","modified_gmt":"2020-08-19T14:12:07","slug":"who-we-serve","status":"publish","type":"page","link":"https:\/\/normandygroup.com\/who-we-serve\/","title":{"rendered":"Who We Serve"},"content":{"rendered":"<h4>Our Specialties<\/h4>\n<ul>\n<li><strong>Pre- and Early Retirees <\/strong>interested in securing and protecting their future and lowering their taxes<\/li>\n<li><strong>Business owners and corporate managers <\/strong>seeking to preserve wealth and protect assets while lowering their taxes<\/li>\n<li><strong>Professionals<\/strong> looking to create a plan to achieve their goals and increase wealth<\/li>\n<li><strong>Medical professionals<\/strong> including physicians, nurses and lab techs (we have a strong understanding of your benefits and common challenges)<\/li>\n<\/ul>\n<h4>Common Client Concerns<\/h4>\n\n<table id=\"tablepress-1\" class=\"tablepress tablepress-id-1\">\n<thead>\n<tr class=\"row-1 odd\">\n\t<th class=\"column-1\"><strong>Common Concerns<\/strong><\/th><th class=\"column-2\"><strong>How We Help <\/strong><\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-hover\">\n<tr class=\"row-2 even\">\n\t<td class=\"column-1\">Can I afford my current lifestyle in retirement? <\/td><td class=\"column-2\">\u2022\tOur <em>Dynamic Wealth Design<\/em> helps you get to the bottom of what you\u2019ll need to fund your lifestyle<br \/>\n\u2022\tWe\u2019ll stress test your plan to make sure it holds up in various scenarios<br \/>\n\u2022\tWe\u2019ll help you find tax-efficient income strategies to generate income in retirement<br \/>\n\u2022\tOngoing support will ensure that you stay on track with your plan <br \/>\n<\/td>\n<\/tr>\n<tr class=\"row-3 odd\">\n\t<td class=\"column-1\">How can I pay less taxes?<\/td><td class=\"column-2\">\u2022\tChanging tax laws present both concerns as well as opportunities<br \/>\n\u2022\tWe consider tax planning integral to all our services, so we\u2019ll always be looking for ways to reduce your tax bill <br \/>\n\u2022\tOur collaborative team of tax-savvy advisors strives to find strategies that will benefit your bottom line <br \/>\n<\/td>\n<\/tr>\n<tr class=\"row-4 even\">\n\t<td class=\"column-1\">I\u2019m selling my business (or property, etc.)\u2014how can I protect the proceeds from taxes?<\/td><td class=\"column-2\">\u2022\tOur team specializes in helping you minimize or eliminate taxes on the sale of an appreciated asset <br \/>\n\u2022\tWe routinely design wealth saving strategies for clients, such as trusts, or unique uses of retirement plans or insurance <br \/>\n\u2022\tThese strategies can keep more money in your own pocket and help you fund your own goals at the same time<br \/>\n<\/td>\n<\/tr>\n<tr class=\"row-5 odd\">\n\t<td class=\"column-1\">I\u2019ve just gotten divorced\/married\/had a child\/changed jobs, what financial changes should I make? <\/td><td class=\"column-2\">\u2022\tOur team can help you analyze and adjust to the financial changes brought on by any of these life altering events <br \/>\n\u2022\tOur <em>Dynamic Wealth Design<\/em> adapts as your life evolves<br \/>\n\u2022\tOur cash flow analysis is designed to demonstrate the effects of any change in your financial situation<br \/>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n","protected":false},"excerpt":{"rendered":"<p>Our Specialties Pre- and Early Retirees interested in securing and protecting their future and lowering their taxes Business owners and corporate managers seeking to preserve wealth and protect assets while lowering their taxes Professionals looking [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":564,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.3 - 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