Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and the reduction or elimination of estate taxes on the charitable contribution upon your death.
With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning.
We can refer you to a qualified professional to help you decide if this is a good option for you.
Your retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement TODAY.
We want to help. Please contact us by filling out the form below, or by calling us at 732.634.3620.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion, we can place you on the path toward owning your tomorrows.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Peter Bombara is a registered representative of and offers securities to residents of NJ & NY and advisory services to residents of NJ through Lincoln Financial Securities Corporation, Member LFS-1679636-011017 SIPC. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation and other fine companies. Lincoln Financial Securities and their representatives do not offer tax or legal advice. Please see your personal professional regarding your individual situations. Lincoln Financial Securities Corporation is not affiliated with PCB Financial Advisory Group.