Providing Reliable Financial Planning, Retirement Income Solutions, and Tax Mitigation Services
Retirement Planning & Tax Solutions
At PAR Financial and Insurance Services, I prioritize accountability, transparency, and reliability, ensuring they are integral to my business values. My name is Todd McEwen, and I am dedicated to providing comprehensive financial planning and insurance solutions to residents of Kern County, California, and nationwide. My primary focus is to assist you in scheduling an appointment, protecting your hard-earned money, and educating you on how to live tax-free.
Secure Your Retirement Income
I believe retirement should be a time of relaxation and enjoyment, free from financial stress. That's why, at PAR Financial and Insurance Services, I specialize in creating customized retirement income plans that cater specifically to your unique needs. Whether you're at the beginning stages of saving for retirement or nearing the end of your working years, my team and I are here to guide you through the complexities of financial planning and ensure a comfortable future for you.
Tax-Deferred & Tax-Advantaged Solutions
Taxes can be a significant burden on your finances, but with the right strategies, you can minimize their impact. My tax-deferred and tax-advantaged solutions are specifically crafted to help you retain a larger portion of your money and facilitate the growth of your investments in the long run. I will collaborate closely with you to create a comprehensive tax plan that perfectly aligns with your unique financial objectives.
Specialized Retirement Accounts
My expertise extends to a variety of specialized retirement accounts, including SEP IRA, IRA, 403B, 457, and Roth IRA. These accounts offer unique benefits and tax advantages that can help you build a solid foundation for your retirement. I will guide you through the process of selecting and setting up the right accounts for your situation.
Life & Term Insurance
Protecting your loved ones is an essential aspect of financial planning. At PAR Financial and Insurance Services, I offer life and term insurance policies designed to provide financial security for your family in the event of your passing. I will help you choose the best policy for your needs, ensuring that your loved ones are taken care of when it matters most.
Tax Mitigation Services
My tax mitigation services are designed to help you minimize your tax liabilities and maximize your savings. I will work with you to develop a comprehensive tax strategy that takes advantage of available deductions, credits, and other tax-saving opportunities. My goal is to help you keep more of your hard-earned money and put it to work for your future.
Schedule an Appointment Today
Getting started on the path to financial security is as easy as scheduling an appointment with one of my experienced advisors. They will take the time to understand your unique needs and goals, and create a personalized plan to help you achieve them. Don't leave your financial future to chance – reach out to me today and start building a brighter tomorrow.
Secure Retirement Income
Tax-Deferred & Tax-Advantaged Solutions
Specialized Retirement Accounts
Life & Term Insurance
Tax Mitigation Services
Check out the service page to learn more about my services.