Financial Services
Schedule a Meeting With Alan Mott or Call 800-259-1001
Mott Tax Advisory Services is here to help you manage your finances so you can pursue your ultimate goals.
Financial Planning
Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.
Insurance Services
Some retirees underestimate the impact a big Market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.
Tax Preparation
While traditional tax compliance includes federal, state, and local tax preparation, tax advisory services go beyond the tax return and into the world of tax strategy and optimization.
From analyzing financial information to providing forward-looking guidance, tax advisors help their clients understand the impacts of their financial decisions and offer advice on how to maximize their tax position, all while taking into account business or personal financial goals.
Medicare
What is Medicare and What Does it Cover?
Medicare is the federal health insurance program for people who are 65 or older, or those under 65 who may qualify because of a disability or another special situation. Medicare helps millions of American seniors and disabled individuals cover some of their health care costs.
Some of our Medicare Services include the following, but not limited to:
- Medicare Insurance
- Medicare Supplemental Insurance
- Medicaid Crisis Planning
Retirement Planning
At Mott Tax Advisory Services we take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:
- What do you visualize yourself doing on your journey through your golden years?
- How are you going to position your life savings to provide funding for your vision?
- How can we position those assets in a way that provides you confidence and peace of mind?
- What are you going to do when and if the unexpected happens?
- What will happen to your assets when it’s time for you to pass on.
Estate Planning
Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.
A strategy based on your goals:
Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.
Vision
Assessment
Strategy
Action
Ongoing Relationship
We offer services in these three areas:
GROW
Prepare for retirement by putting your hard-earned assets to work.
HOW?
Annuities
Estate Planning & Preservation
Fixed Indexed Annuities
Indexed Universal Life Insurance
Life Insurance
Life Settlements
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
HOW?
Long Term Care Insurance
Medicare Insurance
Medicare Supplemental Insurance
Personal Income Taxes
Premium Financed Life Insurance
Retirement Planning
GIVE
Provide for the people and causes you care about the most.
HOW?
Safe Money Options
Tax Advisory
Tax Minimization Planning
Tax Preparation
Wills, Trusts, Estates
Regular Review
Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it The Mott Tax Advisory Services way.
Financial Services
Insurance Services
Educational Blogs
Tax Preparation
Mott Tax Advisory Services Location
North Brunswick, New Jersey
2864 Hwy 27 Suite #F
North Brunswick, NJ 08902
Toll Free: (800) 259-1001
Local: (732) 297-3355
Fax: (732) 297-3323
Alan.Mott@nsac.net
