Top general tax planning financial advisors working with baby boomers in New York
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're approaching retirement or managing income streams in your later years, you need a financial advisor who understands the tax implications unique to Baby Boomers. Without this focus, you might miss opportunities to reduce your tax burden or mismanage timing for withdrawals and deductions.
- Income timing strategies. Ask how they plan withdrawals to minimize taxes over your retirement years, not just for the current year.
- Social Security tax impact. Confirm they consider how your benefits affect your overall tax bracket and Medicare premiums.
- Estate tax considerations. Discuss how they integrate tax planning with your legacy goals to avoid unexpected liabilities.
- Coordination with other advisors. Ensure they work with your CPA or tax preparer to align strategies and avoid conflicting advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jenna V
CFP®
Jersey City, NJ
Aligning Wealth
Jenna Van Leeuwen specializes in general tax planning for Baby Boomers, offering expertise in retirement income strategy and income planning, which is crucial for managing tax implications in later years. As a CFP®-certified founder of Aligning Wealth, she provides a flat-fee structure based on complexity, serving clients from Jersey City, NJ, with a focus on aligning financial strategies with personal values, differentiating her through a comprehensive, purpose-driven approach.
Experience: 7 years
Avg account: $247,833
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Paul C
CFP®, RICP®
Orchard Park, NY
Free Time Financial LLC
Paul Coleman III specializes in tax-efficient retirement planning tailored for Baby Boomers, focusing on strategies like retirement income and general tax planning. Operating independently through Free Time Financial LLC in Orchard Park, NY, he offers a flat annual fee between $8,000 and $12,000, emphasizing personalized service over asset size, which may appeal to clients seeking transparent, complexity-based pricing rather than traditional asset-based fees.
Experience: 4 years
Avg account: $1,651,891
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Brett K
CFP®
Buffalo, NY
EUDAIMONIA Wealth
Brett Koeppel specializes in general tax planning for Baby Boomers, focusing on retirement income strategies and tax-efficient distribution plans to support clients nearing or in retirement. Based in Buffalo, NY, he offers independent, fee-only advice through his firm, EUDAIMONIA Wealth, with flat-fee and hourly options, distinguishing him from others by emphasizing personalized, objective guidance tailored to local families transitioning into retirement.
Experience: 13 years
Avg account: $916,705
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Rob T
CFP®, CFA®
Westfield, NJ
Tucker Wealth Advisory
Rob Tucker specializes in serving Baby Boomers with general tax planning, offering expertise in retirement income strategy and Social Security considerations. His background includes 35 years in financial services and credentials as a CFP® and CFA®, providing a quantitative yet approachable style. Unlike some advisors, he offers flexible pricing with project-based, hourly, or ongoing fees, and operates independently from his Westfield, NJ location near New York.
Experience: 6 years
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